• 2 people are interested
 

Intake specialist: create an inviting environment at our tax clinics

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ORGANIZATION: Prepare + Prosper

  • 2 people are interested
Tax Site Specialist

Prepare + Prosper (P+P) has been bringing FREE tax assistance and financial education to low- and moderate-income Minnesotans for over 44 years.

Join us as a Tax Site Specialist!

Role and responsibilities:

  • Initiate the customer sign-in process, ensuring that customers meet the basic eligibility requirements for services
  • Answer customer questions and act as a navigator through the multi-step process
  • Assist in the overall operation and flow of the tax clinic
  • Go over completed tax return with customers and secure necessary signatures
  • Provide the initial and final "friendly face" for customers
  • Maintain customer confidentiality, providing as much privacy as logistically possible
  • Work cooperatively with P+P staff and other volunteers to deliver high-quality service

You see the impact of your volunteering immediately and have the opportunity to make lasting relationships with community members.

Interested? Sign up for an orientation here: http://prepareandprosper.org/volunteer/how-to-apply OR email volunteer@prepareandprosper.org

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About Prepare + Prosper

Location:

2610 University Ave W, Suite 450, St. Paul, MN 55114, US

Mission Statement

Prepare + Prosper, formerly known as AccountAbility Minnesota, assists Minnesotans to move out of poverty by providing pathways to increase income, build assets and become financially secure, and by advocating for change that breaks down barriers to financial success.

Description

For 45 years, P+P has provided free tax and financial services to low- and moderate-income taxpayers. We facilitate economic security by helping many of the people we serve use their tax refunds to help them meet basic needs, build credit, and save.

Leveraging the support of more than 550 volunteers, we prepare taxes and offer financial services to thousands of Minnesotans via free clinics around the Twin Cities. In addition to ensuring that our customers claim all the tax credits they earned, we address the "money moment" of tax time connecting people to financial services that create pathways to economic security.

With the support of staff, our volunteers work cooperatively at our free tax clinics and are the core of our ability to provide these services in our community each year.

If you are committed to helping hardworking families get ahead, we have a volunteer position for you! One hour of your time can put $2,000 or more in the pocket of a family struggling to make ends meet.


CAUSE AREAS

Advocacy & Human Rights
Community
Education & Literacy
Advocacy & Human Rights, Community, Education & Literacy

WHEN

Thu Jan 19, 2017 - Sat Apr 15, 2017

WHERE

2610 University Ave WSaint Paul, MN 55114

(44.9666,-93.20552)
 

SKILLS

  • Office Reception
  • Problem Solving
  • Financial Literacy
  • Cross-cultural Communication
  • Professional Development
  • Customer Service

GOOD FOR

N/A

REQUIREMENTS

  • Must be at least 18
  • Orientation or Training
  • One 4-hour shift per week from January 21-April 15
  • Orientation and Training required for new volunteers before the start of 2017 tax season

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