(40.81423,-96.718185)
 

Cause Areas

When

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

Where

210 O StreetLincoln, NE 68508

About

A Scheduler volunteer is an organized individual that is able to work at different tax sites by providing managed times and scheduling for the Tax Preparation Program. A Scheduler is in control of speaking with tax payers, setting appointment and managing timesheets. A Scheduler cannot answer any tax law questions or determine certification levels unless certified in Tax Law.

Tasks:

  • Track returns which are ready for Finishing appointments and ensure that such appointments are scheduled

  • Ensure that taxpayer documents are confidentially and securely stored

  • Knowledge, Skills, and Abilities:

  • Strong organizational skills, communication and customer service skills

  • Strong clerical abilities ( answering phones, using scheduling software).

Training Required:

Scheduler requires a minimum of 2 hours of trainings; receiving on ethics and volunteer policies. Successfully certify to the STANDARDS OF CONDUCT for the Tax Prep Program.

Suggested volunteer commitment:

We encourage volunteers to sign up to volunteer at least 1-2 times a week as their schedule allows.

Skills

  • Office Management
  • People Skills
  • Critical Thinking
  • Multi-Tasking
  • Administrative Support
  • Customer Service

Good Match For

People 55+ Group

Requirements & Commitment

  • Background Check
  • Must be at least 16
  • Orientation or Training

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