Cause Areas


Wed Jan 25, 2017 - Mon May 01, 2017


This is a Virtual Opportunity, with no fixed address.

A Tax Preparation volunteer works with a client


Program Summary:

Mission Economic Development Agency (MEDA) is a community-based, local economic development organization which has engaged individuals and small businesses in community-building strategies for over 40 years. Our mission is to achieve economic justice for San Francisco’s low and moderate income Latino families through asset development.

This year, MEDA will be kicking off our fifth year of offering free tax preparation services to low-income families as part of the Volunteer Income Tax Assistance (VITA) program. Last year, not only did MEDA staff and volunteers prepare 4,350 tax returns and bring a total of $ 5.8 million dollars in tax refunds back into the community, but we also helped to connect our tax assistance clients to other services such as affordable financial products, microenterprise development, public benefits and financial aid for college students.

Purpose : Provide free tax return preparation to persons eligible for service. As a Tax intern, you will get the opportunity to improve your skills and learn about asset development services, while helping thousands of low-income families keep millions of dollars in tax returns. You will help the site coordinator manage each site by taking charge everyday admin operations.

Duties and Responsibilities:
  • Commit to volunteering a minimum of 12-15 hours per week.

    • Ideally: from December 5th until April 29th th .

  • Attend tax certification training and successfully pass a test on required tax law knowledge.

  • Assist the Site Coordinator with managing admin operations

    • Log in volunteer hours

    • Help manage front desk and assist greeters

    • Help Quality Review

    • Help troubleshoot TaxSlayer issues.

  • Commit to attending at least one of the trainings for new volunteers to provide assistance and help the Tax Program Manager with training.

  • Attend open labs for new volunteers and help work with trainees one on one.

  • Be willing to mentor and let new volunteers shadow you on their first volunteer shifts.

  • Answer any tax related questions and get help from a site coordinator if you need support.

  • Identify all returns with the site identification number assigned to the site.

  • Maintain confidentiality of taxpayer information.

  • Ensure on-site quality review is performed on completed returns prior to taxpayer signature.

  • Ensure a copy of the completed return is provided to the taxpayer, and that no compensation of any kind is accepted for the volunteer services provided.

  • Previous Tax preparation or accounting experience (preferred not required)

  • Cultural competency, bilingual preferred

  • Attend training for returning volunteers

  • Successfully pass tax certification test at Advanced level

  • Ability to work with the public in a helpful and supportive manner

  • Patience with clients and volunteers


  • Improve your management skills

  • Take a leadership role in this season’s VITA program

  • Use your coaching and mentoring skills

  • Share your knowledge as a returning volunteer

Time commitment

  • 15-20 hours a week

  • 10 hours of training

  • January 25-May 1st (or June)

For more information, please contact Lucia Obregon, Volunteer Services Manager: or (415) 282-3334 ext. 156.


Good Match For


Requirements & Commitment

  • Orientation or Training
  • January-April

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