VITA Intake Assistant 2023

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ORGANIZATION: The East Bay Asian Local Development Corporation

VITA in Action

Interested in learning new skills and giving back to your community? The 2023 tax season is right around the corner. Join the IRS’s Volunteer Income Tax Assistance (VITA) program and volunteer as an intake assistant! Help provide free tax assistance to people with low-to-moderate income, senior citizens, persons with disabilities, those with limited English proficiency, and others who need assistance in preparing their own tax returns. NO TAX EXPERIENCE NECESSARY! Help individuals and families get their tax refunds, save money on tax preparation and filing fees, comply with tax filing laws, retain and build assets, and learn about financial literacy. Administrative assistants work directly with Site Coordinators to support clients, schedule appointments, and maintain site flow.


  • Answer phone calls and questions related to VITA processing such as general eligibility, required documentation, and walk-in and appointment hours
  • Use scheduling software to set up and manage appointments for clients
  • Make confirmation calls to clients one day prior to their appointments
  • Answer all client questions
  • Encourage clients to save a portion of their refund as a savings bond or in a savings account or safe and secure prepaid debit card
  • Maintain confidentiality of taxpayer information
  • Ensure no compensation of any kind is accepted for volunteer services provided
  • Pass the Standard of Conduct and Intake/Interview & Quality Review certifications through Link and Learn
  • Strong verbal communication skills
  • Good interpersonal skills and comfort with a wide range of people
  • Read all communications and updates on tax requirements or procedural changes
  • Respect client privacy
  • Maintain accurate records of assistance provided
  • Give 24-hour cancellation notice when unable to volunteer at your site
  • Ability to work as a volunteer one shift per week (4 hours), totaling at least 30 hours from late January to mid-April 2022
  • Excellent verbal and written communication skills
  • Good interpersonal skills and comfort with a wide range of people
  • Ability to take initiative and work with minimal supervision
  • Commitment to strengthening families by increasing self-sufficiency
  • Strong computer literacy with experience using multiple applications (including Word, Excel, and Google Apps)
  • Strong time management skills with the ability to quickly access priorities and make adjustments as needed
  • Basic tax law knowledge
  • Bilingual in English and Cantonese, Mandarin or Spanish a plus!

If you are interested in volunteering, please email us at

6 More opportunities with The East Bay Asian Local Development Corporation

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About The East Bay Asian Local Development Corporation


1825 San Pablo Ave, Oakland, CA 94612, US

Mission Statement

EBALDC is a community development corporation that develops affordable housing and community facilities with integrated services focused on tenants and neighborhood residents, with emphasis on Asia Pacific Islander communities and the diverse low-income populations of the East Bay.


East Bay Asian Local Development Corporation (EBALDC) is a non-profit community development organization with over 40 years of experience in building healthy, vibrant and safe neighborhoods in Oakland and East Bay. We address the specific needs of individual neighborhoods by connecting the essential elements of health and wellbeing through our Healthy Neighborhoods Approach.

EBALDC is known for developing and managing diverse, mixed-income complexes and communities, while providing vital social and financial services, to help give long-time, low-income residents the ability to stay in their neighborhoods. We know Oakland well and invest deeply in our neighborhoods. We recognize and build upon the assets unique to each community to inform and establish thoughtful partnerships that will address the social factors impacting a neighborhood’s health and wellbeing. This comprehensive perspective helps families and individuals begin a path toward healthy, stable and fulfilling lives in a holistic, sustainable way.


Immigrants & Refugees
Community, Immigrants & Refugees, Seniors


We'll work with your schedule.


1825 San Pablo AveOakland, CA 94612



  • Financial Literacy
  • Office Management
  • Executive Admin
  • ETC / Tax Assistance
  • Customer Service
  • People Skills


  • People 55+


  • Orientation or Training
  • 4 hours per week
  • Training

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