Intake specialist: create an inviting environment at our tax clinics


(44.9666,-93.20552)
 

Cause Areas

When

Thu Jan 19, 2017 - Sat Apr 15, 2017

Where

2610 University Ave WSaint Paul, MN 55114


About

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

Skills

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

Good Match For

N/A

Requirements & Commitment

  • 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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