- A group opportunity. Invite your friends.
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DONATE TO THIS
ORGANIZATION -
43 people are interested
Ongoing Volunteer Opportunity - Client Interview and Intake
ORGANIZATION: Tax-Aid
Please visit the new page to apply.
- A group opportunity. Invite your friends.
-
DONATE TO THIS
ORGANIZATION -
43 people are interested
Please join and support our small dedicated team and be part of an amazing and hardworking group of volunteers. This volunteer role is essential to the success of our tax services to strengthen our San Francisco Bay Area community.
Responsibilities & Tasks
- Interact with taxpayers to determine the necessary information for completing a tax return
- Review and understand Clients tax documents, financial records
- Maintain confidentiality of customer information
- Comfortable working with a diverse group of clients
Requirements
- Strong client relations and communication skills (both verbally and written)
- Highly organized, detail oriented
- Experience using google docs
- Some prior tax or financial experience is required
- Spanish or Cantonese language skills a plus
Application and next steps
This is a volunteer position and has a time commitment varying between 2 and 4 hours per month and averages around 4 with a minimum of 6 month commitment.
If you are interested in this opportunity, please send us an email with the following information:
- Your resume and LinkedIn profile (if applicable)
- What days and hours you are available
- How long of a time commitment you are willing to dedicate to Tax-Aid
- In a few words tell us why you want to volunteer with Tax-Aid
We will contact you after we review your application. This position will require a brief interview.
If you have any questions send us an email to admin@tax-aid.org
Thank you so much for your interest, we look forward to hearing from you!
2 More opportunities with Tax-Aid
Opportunities
About Tax-Aid
Location:
235 Montgomery Street, Suite 1155, San Francisco,, SAN FRANCISCO, CA 94104, US
Mission Statement
Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.
Description
Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.
CAUSE AREAS
WHEN
WHERE
This is a Virtual Opportunity with no fixed address.
DATE POSTED
June 6, 2024
SKILLS
- Customer Service
GOOD FOR
- Group
REQUIREMENTS
- Orientation or Training
- You can do this on your schedule but we think you will enjoy it so much you will want to do this every week!