Volunteer Tax Preparer


Cause Areas

When

It's flexible! We'll work with your schedule.

Where

55 New Montgomery StreetSuite 500San Francisco, CA 94105

About

We are seeking volunteers of all levels and from all walks of life to help us deliver these vital and free services to the community. Tax sites are located all over the Bay Area. For a full list of our locations please visit: http://www.tax-aid.org/need-tax-help/ There are volunteer opportunities for Greeters, Interviewers/ Tax Preparers, Translators, Check-out Assemblers, Tax Return Reviewers and Tax Experts. While some opportunities require knowledge of tax laws and require certification, there are many volunteer opportunities for those who are not tax experts. Tax-Aid Volunteer Responsibilities for All Positions Commit to a minimum of four volunteer session (an average session last about 5 hours) during the tax season Complete online training classes Work with individuals in a positive, patient and respectful manner Preferred Skills, Experience, Attitude and Availability Bilingual skills desirable (English/Spanish, English/Cantonese or English/Mandarin) Strong interpersonal communication skills Tax background desirable, but not required Experience working with people with low income desirable Enthusiastic and flexible Availability Saturdays Specific Positions Greeters Greet Taxpayers Make sure they are comfortable while they wait Check that they have the necessary documents so they can be helped Interviewer / Tax Preparers Familiar with Lacerte’s tax preparation software Must have tax background or be a tax professional Interview Taxpayers Complete tax forms Prepare the return for filing Translators Must be bilingual or multilingual Must be able to conduct communication between the Taxpayer and Tax Preparer Help to interview Taxpayer Desired language skills are English/Spanish, English/Cantonese or English/Mandarin both verbal and written Printer Prints client tax returns Must have working knowledge of HP printers and troubleshooting skills Basic background of the Lacerte’s tax program required Checkout / Assembler Assembles the client return Explains e-filing/mailing procedure to Taxpayer Obtain signatures to complete paperwork for return/e-filing Tax Return Reviewers Review returns that have already been prepared Must have tax background or be a tax professional Tax Expert On site to answer any complex tax questions How to Apply: Register online at http://www.tax-aid.org/tax-volunteers/ For questions or more information email: admin@tax-aid.org

Skills

  • Customer Service
  • ETC / Tax Assistance
  • Accounting
  • Data Entry

Good Match For

N/A

Requirements & Commitment

  • A minimum of four Saturdays during the tax season
  • Volunteer Benefits: Learn tax law and utilize industry standard tax software

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