Client Interview and Intake

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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.

Please note: For in-person volunteer opportunities we require all volunteers to be fully vaccinated and to wear a face mask when meeting clients/colleagues.

Responsibilities & Task

• E-meet clients over Zoom to verify their identity
• 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:

1. Your resume and LinkedIn profile (if applicable)
2. What days and hours you are available
3. How long of a time commitment you are willing to dedicate to Tax-Aid
4. 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!