Interested in learning new skills and giving back to your community? The 2021 tax season is right around the corner. Join the IRS’s Volunteer Income Tax Assistance (VITA) program and volunteer as an administrative 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. 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.
Responsibilities:
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
Requirements:
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
Qualifications:
Ability to work as a volunteer one shift per week (4 hours), totaling at least 30 hours from late January to mid-April 2021
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 fill out this form or email us at volunteer@ebaldc.org.
About The East Bay Asian Local Development Corporation
Location:
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 Asian Pacific Islander communities and the diverse low-income populations of the East Bay.
Description
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.
