• 2 people are interested
 

Interview Specialist

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ORGANIZATION: United Way of Tucson and Southern Arizona

  • 2 people are interested

The Volunteer Income Tax Assistance (VITA) program through United Way of Tucson and Southern Arizona provides FREE, quality tax preparation from IRS-certified preparers to individuals and families earning up to $66,000 annually. For many of our clients, their tax refund is the single biggest check they receive all year and provides a strong foothold for their next steps in pursuit of financial well-being, like paying credit card bills, utilities, even accessing healthcare.

Every year, United Way volunteers put millions of dollars in the pockets of their neighbors with a maximized refund. Not only that, they connect people to valuable financial and credit-building services. You can be a part of the team that makes this possible!

What does an interview specialist do?

The demand for our tax preparation services is very high. Not everyone can be seen in-person by a tax preparer. Interview specialists provide a critical alternative to clients who want to make the most of their trip to a VITA site by helping them get in and out as quickly as possible while still getting their return preparation process started. You'll perform a quick interview to help them fill out forms tax preparers will need to complete their return, ensure the client has all the documents they'll need to get their return prepared, and help the client scan their documents for preparation through our Valet VITA process.

Do I need to know a lot about taxes or software?

The most important thing to be successful in this position is to complete thorough interviews and know what forms are necessary to complete the client's return. While some knowledge about tax preparation can be helpful in this, we cover all necessary information in training.

How do I get started?

Contact Rachel Cheeseman at rcheeseman@unitedwaytucson.org, or sign up for an upcoming orientation at www.unitedwaytucson.org/vita_orientation!

More opportunities with United Way of Tucson and Southern Arizona

No additional volunteer opportunities at this time.

About United Way of Tucson and Southern Arizona

Location:

330 N Commerce Park Loop, Suite 200, PO Box 86750, Tucson, AZ 85745, US

Mission Statement

About Us

Our Mission

Building A Better Community in Tucson and Southern Arizona.


Our Vision

An economically strong, safe and healthy community where southern Arizona residents can live and work.

Strategic Goal

To achieve measurable results in three areas:


  • Education: Children are Ready to Learn and Safe After School

  • Income: Families Safe and Secure

  • Health: Seniors are Independent and Active

Description

The New United Way

For more than 80 years, United Way has held a reputation as our community's fundraiser, but United Way doesn't just raise money.

Today's United Way is a focused, results-driven system working year-round to change community conditions and create lasting solutions.

Much like a "general contractor" manages all aspects of constructing a building, we manage people and resources to create lasting, positive solutions in lives that need it most.

Through strong partnerships with volunteers, local business, government and nonprofit organizations, United Way accomplishes what no one can do alone.

With your help, we can ensure that:


  • Education: children will enter school prepared to learn and attend safe, nurturing after-school programs

  • Income: families will have the tools they need to remain strong and safe

  • Health: seniors will live actively and make independent life choices

Together, we can Build a Better Community in Tucson and Southern Arizona.

CAUSE AREAS

Seniors
Veterans & Military Families
Women
Seniors, Veterans & Military Families, Women

WHEN

Mon Jan 07, 2019 - Mon Apr 15, 2019

WHERE

330 N Commerce Park LoopSuite 200Tucson, AZ 85745

(32.225365,-110.98367)
 

SKILLS

  • Data Entry
  • Verbal / Written Communication
  • Administrative Support
  • Customer Service

GOOD FOR

  • People 55+

REQUIREMENTS

  • Must be at least 17
  • Orientation or Training
  • 4-5 hour weekly shifts, 10-12 weeks

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