Bilingual TAX Intern

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The Women’s Building (TWB) is a women-led community space that advocates self-determination, gender equality, and social justice. We provide services and programs to empower women,house a variety of non-profit organizations, and have meeting spaces for rent.

The Tax Program at The Women’s Building assists low-income families complete their civic duty as tax payers. Tax season can be a stressful time for many people, as they round up tax documents and receipts, and make sense of confusing tax forms. Those of us who can afford it may pay for tax software that walks us through the process, or we may pay a tax preparer to file on our behalf. But the cost for paid preparers can be tremendous, and tax software varies widely in price. For low-income families who may not be able to afford these services, tax time can be a significant source of stress, and securing a full refund is not assured. With the partnership of EKS United Way Bay Area, our Volunteer Income Tax Assistance (VITA) program is able to alleviate the financial and emotional burden that can be associated with tax season.

Hours: 12 hours per week. Flex schedule (This position requires a 6 month minimum commitment )

Reports to: Eva Cedros (Volunteer and Tax Program Coordinator)

General Responsibilities:

The Tax Program Intern is needed to assist the Tax Coordinator in the operations leading up to and during the VITA program which runs from February to April. Tasks include but are not limited to: admin support, client outreach, scheduling and confirming appointments, and overseeing the operations of clinics occuring twice per week.

Responsibilities include:

Prior to Tax Season:

• Take inventory of tax materials and IRS documents
• Perform client outreach by making direct calls to clients and networking among local CBOs
• Schedule tax appointments using Google Calendar and Excel. Availability for appointments will be determined by Tax Coordinator
• Confirm food donations
• Provide general administrative support to Tax Coordinator

During Tax Season:

• Conduct appointment reminder calls with clients one day prior to their appointment
• Support Tax Coordinator and Tax Specialist in overseeing one tax clinic per week (either Thursday or Saturday)
• Set up the Community Resource Room for the clinic ensuring computers are functioning properly and materials are stocked and ready to use
• Set up 'Greeter Station’
• With the help of other Greeters’, welcome clients who arrive for their appointments by checking them in and assisting in the completion of IRS Intake Form prior to seeing their preparer
• Pick up/ organize food donation for dinner on Thursday nights or breakfast and lunch on Saturday mornings
• Be knowledgeable about the VITA clinic and tax processes in order to address any confusion, concerns, and needs that the client may have. Refer back to Coordinator or Specialist when necessary
• Gather, print and maintain stock of written and other material (i.e. flyers/brochures/pens) for services related to the program

Other duties:

• Work directly with Tax Coordinator to facilitate VITA volunteer orientation and end of season celebration

Qualifications:

• Some Bachelor’s degree preferred, High School degree required
• Fluency in Spanish and English preferred
• Commitment to social justice and to TWB’s core values
• Excellent written and verbal communication and analytical skills in both languages
• Ability to work both independently and commitment to working as part of a team
• Cultural competence and experience in working with diverse populations, including communities of color, immigrants, LGBT communities, and persons of various ages, socioeconomic backgrounds, health status, and abilities
• Computer Fluency (Microsoft Word and basic Excel)
• Punctual, reliable and detailed oriented

Benefits:

• Become knowledgeable of the basic tax prep and filing rules and regulations enforced by the IRS
• Gain awareness of the struggles and barriers faced by low-income individuals in San Francisco and Bay Area
• Working at the front lines of a community center space
• Get familiar with the services and programs offered by local San Francisco and bay area non-profit organizations as they relate to the program
• Develop public speaking abilities, build communication skills, and network with other non-profit organizations.
• Familiarize yourself with program planning and implementation; make appointments, do calls, write emails.
• Experience working with Salesforce, Microsoft Office, Google Drive and other programs
• Participate in social justice trainings and events
• Ideal for anyone pursuing work in the non-profit, social services sector, accounting, finance, or tax sector

Rate of pay: This is a 12 hour/week internship with a $1000 stipend for 6 months.