Earn It! Keep It! Save It!--Intake Coordinator

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ORGANIZATION: Catholic Charities of the Diocese of Santa Rosa



Program Overview

Earn It! Keep It! Save It! (EKS) is a community organization partnership facilitated by United Way that provides free income tax assistance for low wage working families and individuals. Catholic Charities of Santa Rosa serves as a host location for these services throughout tax season.

Position Details

As an intake coordinator/greeter, you will be the first point of contact for our clients when they arrive at Catholic Charities. You will be responsible for welcoming the taxpayer and for verifying that they qualify for the VITA program and that they have brought all the necessary forms with them.

Responsibilities

Complete trainings provided by United Way

Greet all taxpayers visiting the site to create a pleasant atmosphere

Provide taxpayers with intake forms and answer non-tax questions

Ensure the taxpayer has brought all required documents to verify taxpayer identity and complete tax return

Determine if the return is within the scope of the VITA program and determine which certified volunteer can prepare the return

Manage waiting and entry areas to maintain the flow of taxpayers according to site operational procedures

Refer taxpayers to Tax Preparers or Site Coordinators for tax questions

Skills

Willingness to learn new skills and attend trainings

Organized and comfortable handling paperwork

Comfortability working with clients from diverse backgrounds including those with limited English ability. (Interpreters will be available)

Spanish proficiency helpful, but not required

*All volunteers must pass a background test and fingerprint screening facilitated by United Way

To register for this opportunity visit United Way, Earn It! Keep It! Save It!, scroll down and click the VOLUNTEER link, fill out the form and choose Catholic Charities as your preferred site.

For questions, please contact volunteer@srcharities.org

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About Catholic Charities of the Diocese of Santa Rosa

Location:

987 Airway Ct., SANTA ROSA, CA 95402, US

Mission Statement

Catholic Charities is the North Bay's leading nonprofit tackling the greatest challenge of our time: poverty. We're a voice for the voiceless, a champion for all in need. For those who experience homelessness from the risk of losing stable housing to the stark realities of homelessness, we provide shelter, counseling, and security while working together to build long-term housing solutions.. For those coming here to pursue their dreams together we navigate the various paths of legal immigration, offering guidance, legal counsel, and our decades of experience. For those who are aging whether they are struggling with memory care challenges, isolation, or disease, we offer community, medical assistance, and a safe place to continue to learn and grow. For those struggling with poverty, any and all who are suffering from hunger, lack of healthcare, for those who are falling through the cracks, we're an open door, a friendly ear, and a helping partner in getting back to standing tall. We provide over 20 programs of service to nearly 80,000 people each year. We welcome people of all faiths, races, gender, and sexual orientation--and we serve the entire region the Diocese of Santa Rosa touches--Sonoma, Napa, Mendocino, Lake , Humboldt, and Del Norte counties. Catholic Charities is an independent 501(c)(3) nonprofit.

Description

Catholic Charities is the North Bay's leading nonprofit tackling the greatest challenge of our time: poverty. We're a voice for the voiceless, a champion for all in need. For those who experience homelessness from the risk of losing stable housing to the stark realities of homelessness, we provide shelter, counseling, and security while working together to build long-term housing solutions.. For those coming here to pursue their dreams together we navigate the various paths of legal immigration, offering guidance, legal counsel, and our decades of experience. For those who are aging whether they are struggling with memory care challenges, isolation, or disease, we offer community, medical assistance, and a safe place to continue to learn and grow. For those struggling with poverty, any and all who are suffering from hunger, lack of healthcare, for those who are falling through the cracks, we're an open door, a friendly ear, and a helping partner in getting back to standing tall. We provide over 20 programs of service to nearly 80,000 people each year. We welcome people of all faiths, races, gender, and sexual orientation--and we serve the entire region the Diocese of Santa Rosa touches--Sonoma, Napa, Mendocino, Lake , Humboldt, and Del Norte counties. Catholic Charities is an independent 501(c)(3) nonprofit.

CAUSE AREAS

Community
Immigrants & Refugees
Community, Immigrants & Refugees

WHEN

Mon Oct 19, 2020 - Thu Apr 15, 2021
12:01 AM - 11:59 PM

WHERE

Santa Rosa, CA 95403

(38.473957,-122.752014)
 

SKILLS

GOOD FOR

N/A

REQUIREMENTS

N/A

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