AARP Foundation- Income Tax Preparation Counselor


(37.593937,-122.38065)
 

Cause Areas

When

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

Where

Mills Peninsula Senior Focus1720 El Camino Real, Ste 10Burlingame, CA 94010

About

Preparation of Income Tax Returns for low to moderate income taxpayers with special attention to those age 60 and older. Training for new Counselors is provided in early January over 9 days, covering preparation of federal and state returns using IRS provided TaxWise computer software. Returns are prepared from Feb 1 to April 15 each year, with time commitment of 4 hours or more each week. 16 tax preparation sites are located in San Mateo County. Laptop computers are provided for volunteer use.

Tax Volunteers receive free tax training (in English) in December and January. Once trained, they work a few hours a week from late January through mid-April, interacting with clients by filling out tax returns. Even if you don't have accounting or tax preparation experience, becoming a tax volunteer may be right for you if you have a knack for working with numbers

Greeters make sure the clients have all the necessary paperwork before meeting with a tax volunteer and manage the flow of clients being served.

Technology Coordinators manage computer equipment, work to ensure taxpayer data security or provide technical assistance to volunteers at multiple sites on technology issues.

Communications Coordinator promotes AARP Foundation Tax-Aide to potential clients from February to April and recruit volunteers in the fall for the following tax season.

Leadership & Administrative positions at the local and district levels manage volunteers, make sure program operations run smoothly, track volunteer assignments and site activities along with ensuring adherence to the program's processes.

Skills

  • Data Entry
  • Basic Computer Skills
  • ETC / Tax Assistance

Good Match For

People 55+

Requirements & Commitment

  • Orientation or Training
  • 4 hours a week

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