- A group opportunity. Invite your friends.
-
DONATE TO THIS
ORGANIZATION
Volunteer Tax Preparer
ORGANIZATION: Tax-Aid
Please visit the new page to apply.
- A group opportunity. Invite your friends.
-
DONATE TO THIS
ORGANIZATION
Did you know that the tax refund is frequently the largest influx of cash a family with low income will receive all year? You can help make sure people who qualify for these critical payments can access them.
Check out how Tax-Aid volunteers are helping people in this short video on this page:
https://tax-aid.org/need-tax-help/
Responsibilities
- Provide high-quality assistance to taxpayers
- Advising clients about the tax preparation process
- Prepare the taxpayer's return based on information provided by the taxpayer or answer tax related questions.
- Interact with taxpayers to determine the necessary information for completing a tax return.
- Prepare returns using Lacerte or TaxSlayer tax preparation software.
- Maintain confidentiality of customer information.
Ensure high-quality of returns by completing a quality review process on returns completed
Requirements
- Prior tax preparation experience, minimum of two years of tax experience preferred or IRS VITA certification
- Analytical skills with attention to detail
- Comfortable learning or navigating within tax software programs
- Communication skills with ability to empathize and instill confidence
- Proficiency in Microsoft Office and Excel
- Spanish or Cantonese language skills is a plus
- BA/BS degree in Accounting, Enrolled Agent Certification, CPA (or CPA candidate) a plus
Please visit our website to learn more and to register
https://tax-aid.org/tax-volunteers/
Any questions? Drop us a line at admin@tax-aid.org.
1 Shift
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09:00 AM to 04:00 AM PST
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Spots available: 10+
Shifts will take place on Saturdays and some weekdays beginning in January 2024.
2 More opportunities with Tax-Aid
Opportunities
About Tax-Aid
Location:
235 Montgomery Street, Suite 1155, San Francisco,, SAN FRANCISCO, CA 94104, US
Mission Statement
Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.
Description
Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.
CAUSE AREAS
WHEN
WHERE
Multiple locations San Francisco, CA 94104
DATE POSTED
June 6, 2024
SKILLS
- Customer Service
- ETC / Tax Assistance
- Accounting
- Data Entry
GOOD FOR
- Group
REQUIREMENTS
- The more you volunteer with us the better you will get at preparing tax returns! We kindly request you commit to volunteer a minimum of three times with us as it takes a lot of our time to train and onboard new volunteers.
- Volunteer Benefits: Learn tax law and utilize industry standard tax software