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Volunteer Tax Preparer

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Tax-Aid

Did you know that the economic stimulus payments are distributed through the IRS and Franchise Tax Board and often require filing a tax return? 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/

Please note: For onsite volunteer opportunities we require all volunteers to be fully vaccinated and to wear a face mask when meeting clients.

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

Application and next steps

Please only apply for this opportunity if you can make a minimum 6 month commitment and volunteer a minimum of 2-4 hours per week.

If you are interested in this opportunity, please send us an email with the following information:

  1. Your resume and LinkedIn profile (if applicable)
  2. What days and hours you are available that match up with our office hours above
  3. How long of a time commitment you are willing to dedicate to Tax-Aid
  4. In a few words tell us why you want to volunteer with Tax-Aid

We will contact you after we review your application. This position will require a brief interview.

Any questions? Drop us a line at admin@tax-aid.org.

Visit this page of our website to get started: https://tax-aid.org/tax-volunteers/

1 Shift

  • 09:00 AM to 04:00 AM
    Shifts will take place on Saturdays and some weekdays beginning in January 2020.
  • NONE OF THESE TIMES WORK FOR ME, BUT I CAN STILL HELP
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3 More opportunities with Tax-Aid

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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.

Computers & Technology
Education & Literacy
Women

WHEN

We'll work with your schedule.
This opportunity has 1 shift

WHERE

Multiple locations San Francisco, CA 94104

(37.79111,-122.40213)
 

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! You can schedule this on your own time.
  • Volunteer Benefits: Learn tax law and utilize industry standard tax software

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