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In person client Interview and Intake

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ORGANIZATION: Tax-Aid

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

  • Meet clients to verify their identity
  • Interact with taxpayers to determine the necessary information for completing a tax return
  • Review and understand client tax documents, financial records
  • Maintain confidentiality of client information
  • Comfortable working with a diverse group of clients

Requirements

  • Strong client relations and communication skills (both verbal 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!

1 Shift

  • 09:00 AM to 04:00 PM
    Shifts will take place on Saturdays and some weekdays beginning in January 2020
  • NONE OF THESE TIMES WORK FOR ME, BUT I CAN STILL HELP
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About Tax-Aid

Location:

235 Montgomery Street, Suite 1155, San Francisco,, SAN FRANCISCO, CA 94104, US

Mission Statement

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Description

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

CAUSE AREAS

Community
Community

WHEN

We'll work with your schedule.
This opportunity has 1 shift

WHERE

Multiple locations San Francisco, CA 94104

(37.79111,-122.40213)
 

SKILLS

  • Customer Service

GOOD FOR

  • Group

REQUIREMENTS

  • Orientation or Training
  • You can do this on your schedule but we think you will enjoy it so much you will want to do this every week!

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