Encourage individuals to save at tax-time! Savings and financial literacy educators needed

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The East Bay Asian Local Development Corporation

VITA in Action

Like to educate people about the importance of financial literacy and the importance of savings? The East Bay Asian Local Development Corporation is looking for individuals to work with our Volunteer Income Tax Assistance tax clients on a volunteer basis to educate clients about the importance of savings. Other topics that you might talk with clients about include: how to set up withholdings correctly for an individual's situation, how to help save up for college ore retirement, and much more.

No experience necessary, all training is provided by EBALDC. All client communication can be done from home.

Responsibilities:
  • Conduct virtual intake interviews to fully understand taxpayer's tax situation and ensure the correct tax law is applied and all allowable credits are claimed
  • Answer tax-related questions for all taxpayers.
  • Contact the site coordinator or IRS support hotline for assistance when necessary
  • Provide information about other programs, such as food stamps, that taxpayers may be able to utilize
  • Encourage clients to save a portion of their refund in one of the available vehicles, for example a savings bond, a savings account, or a prepaid debit card
  • Maintain confidentiality of taxpayer information
  • Ensure no compensation of any kind if accepted for volunteer services provided.

Requirements:
  • Pass IRS interview/intake certification test (no experience necessary; all training provided).
  • 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 volunteer at least 4 hours/week, totaling at least 30 hours from late January to mid-April 2022
  • Strong verbal 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
  • Basic tax knowledge a plus
To get involved, please sign up for a volunteer info session here: https://docs.google.com/document/d/1_zcuFdnlyn5qHnJfJ48fylH9iTRYnSYM4drq_zZsZkA/edit

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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.

Education & Literacy
Immigrants & Refugees
Seniors

WHEN

Wed Dec 15, 2021 - Tue Mar 15, 2022

WHERE

1825 San Pablo AveOakland, CA 94612

(37.80828,-122.27286)
 

SKILLS

  • Financial Literacy
  • ETC / Tax Assistance
  • Customer Service
  • Community Outreach
  • People Skills

GOOD FOR

  • People 55+
  • Group

REQUIREMENTS

  • Must be at least 18
  • Orientation or Training
  • Four hours a week from mid-January to mid-April 2022

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