Tax Volunteer 2023

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Hours: About 4 hours per week with a 3 month commitment. We are prioritizing Saturdays!

Reports to: Karina Martinez - Tax Program Coordinator

• Provide a welcoming environment to client
• Answer any tax related questions
• Go over their tax situation thoroughly to avoid any confusion
• Provide helpful tips for following tax years if applicable
• Go over the completed return with Tax Specialist and/or Quality Reviewer

• 2+ years of tax preparation experience required
• Support tax preparers and clients with any questions/concerns related to their return
• Go over the Tax Return with tax preparer before submission
• Catch errors that may have been missed from the tax preparers
• Support Tax Specialist in submitting returns

Qualifications:

• Some Bachelor’s degree preferred, High School degree required
• Commitment to social justice and to TWB’s core values
• Excellent written and verbal communication and analytical skills in both languages
• Ability to work both independently and commitment to working as part of a team
• Cultural competence and experience in working with diverse populations, including communities of color, immigrants, LGBT communities, and persons of various ages, socioeconomic backgrounds, health status, and abilities
• Computer Fluency (Microsoft Word and basic Excel)
• Punctual, reliable and detailed oriented
• Spanish fluency is a PLUS! Not required

Benefits:

• Become knowledgeable of the basic tax prep and filing rules and regulations enforced by the IRS
• Gain awareness of the struggles and barriers faced by low-income individuals in San Francisco and Bay Area
• Working at the front lines of a community center space
• Get familiar with the services and programs offered by local San Francisco and bay area non-profit organizations as they relate to the program
• Develop public speaking abilities, build communication skills, and network with other non-profit organizations.
• Familiarize yourself with program planning and implementation; make appointments, do calls, write emails.
• Experience working with Salesforce, Microsoft Office, Google Drive and other programs
• Participate in social justice trainings and events
• Ideal for anyone pursuing work in the non-profit, social services sector, accounting, finance, or tax sector