Scheduler volunteer for the Tax Prep Program
WhenIt's flexible! We'll work with your schedule.
Where210 O StreetLincoln, NE 68508
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.
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).
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.
- Office Management
- People Skills
- Critical Thinking
- 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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