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  • A group opportunity. Invite your friends.
 

In Person Client Interview and Intake

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ORGANIZATION: Tax-Aid

  • A group opportunity. Invite your friends.

Please join our 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.

Responsibilities & Tasks

  • Meet with clients at our community based tax sites throughout the San Francisco Bay Area to verify their identity and help them to complete our tax questionnaire
  • Help collect the necessary information for completing a tax return
  • Maintain confidentiality of client information
  • Treat clients with dignity and respect

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 preferred
  • Comfortable working with a diverse group of clients
  • Spanish or Cantonese language skills a plus

Application and next steps

This is a volunteer position that takes place at various locations around the San Francisco Bay Area mostly on Saturdays. You can learn more about us on our website here: www.tax-aid.org. If you are interested in volunteering, please register as a volunteer on this page https://tax-aid.org/tax-volunteers/

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 PST - Spots available: 7
    Shifts will take place on Saturdays and some weekdays

1 More opportunity with Tax-Aid

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About Tax-Aid

Location:

235 Montgomery Street, Suite 1155, 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
Immigrants & Refugees
Community, Immigrants & Refugees

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

  • Public Groups

REQUIREMENTS

  • Orientation or Training
  • We kindly request you come out a minimum of three times to volunteer with us as it takes us a lot of time to train new volunteers.

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