Prepare + Prosper
Cause Area
Location
2610 University Ave W Suite 450 St. Paul, MN 55114
United States
Active Opportunities (2)
Jan 23
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Apr 15
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Saint Paul, MN 55114
Tax preparers on the Prepare + Prosper volunteer team work one-on-one with customers to prepare their tax return and get them their maximum refund. Tax preparers also encourage customers to talk money and savings with a customer support volunteer. As a tax preparer, you will: Prepare state and federal tax returns using TaxSlayer Ask customers if they’d like to save some of their refund Direct customers work with the customer support volunteer to talk about saving and money Provide stellar customer service and maintain privacy How do I know I am a good fit? Volunteer tax preparers should have knowledge of basic income tax preparation and meet one of the following: have filed your own tax return, taken a tax law or income tax accounting course at the college level, or work in the accounting field. Additionally, volunteers should have the ability to effectively communicate and engage with customers, be computer proficient, and enjoy working in an ethnically and socio-economically diverse environment. Commitment: One 4-hour shift per week January 23-April 15th 2024. There is the optional opportunity to pick up additional volunteer shifts. How to get involved: Join us for an upcoming info session; sign up for an info session today by filling out our volunteer application! Click here: https://www.volgistics.com/appform/1543659865
Date Posted: Sep 5, 2023
Jan 17
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Apr 16
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St Paul, MN 55114
During P+P’s weekly tax clinics, on-site volunteers have conversations with customers about financial topics and make referrals to trusted partners. One of these referral options is a one-time consultation with a Certified Financial Planner(tm). Volunteer Financial Planners receive these referrals and schedule a one-on-one meeting to provide individualized financial guidance. Volunteers will be trained on the economic challenges P+P populations face, in order to communicate with equity and respect. Volunteers will gain valuable experience working with diverse communities. RESPONSIBILITIES + SKILLS Responsibilities of the role Reach out to and follow up with 2-3 customers per week during tax season to schedule a one-time one-on-one planning session (phone or virtual) Provide financial guidance based on participant objectives, including but not limited to: saving for retirement or education, life insurance, investing, retirement distribution options, cash flow management, and managing inherited assets. Respect financial decisions and goals, confidentiality, and privacy Engage in non-judgmental conversations with diverse populations Refrain from soliciting clients or selling products Log customer contacts and interactions Skills Required Be a Certified Financial Planner(tm) professional in good standing with the Certified Financial Planner Board of Standards Ability to communicate with participants via phone and virtually Enjoy working with a racially and socio-economically diverse population Basic computer proficiency English proficiency required; additional language proficiency desired but not required COMMITMENT + TIMELINE Training commitment Virtual training session January 17, 2024 5:30pm-8:30pm Approx. 1 hour of self-paced virtual training in January 2024 One 1-hour virtual follow-up session with P+P in March 2024 (date TBD) Volunteer commitment (late January through May 31) Approx. 2 hours of volunteering per week Volunteers will be asked to provide feedback in an end of season survey Volunteers may have the option to extend through the end of August 2024 HOW TO APPLY Complete this application . After receiving your application, we will be in touch about next steps. Questions? Email sara@prepareandprosper.org Prepare + Prosper is a nonprofit that works with people to build financial well-being and address financial inclusion. Harnessing the power of volunteers and partnerships, we provide free tax preparation and financial services, products, and coaching, and work to change systems to create economic opportunity for everyone. We are committed to the principles of diversity, equity, and inclusion in our work. Learn more about P+P at prepareandprosper.org .
Date Posted: Oct 11, 2023
Organization Information
Mission Statement
Prepare + Prosper, formerly known as AccountAbility Minnesota, assists Minnesotans to move out of poverty by providing pathways to increase income, build assets and become financially secure, and by advocating for change that breaks down barriers to financial success.
Description
For 45 years, P+P has provided free tax and financial services to low- and moderate-income taxpayers. We facilitate economic security by helping many of the people we serve use their tax refunds to help them meet basic needs, build credit, and save.
Leveraging the support of more than 550 volunteers, we prepare taxes and offer financial services to thousands of Minnesotans via free clinics around the Twin Cities. In addition to ensuring that our customers claim all the tax credits they earned, we address the "money moment" of tax time connecting people to financial services that create pathways to economic security.
With the support of staff, our volunteers work cooperatively at our free tax clinics and are the core of our ability to provide these services in our community each year.
If you are committed to helping hardworking families get ahead, we have a volunteer position for you! One hour of your time can put $2,000 or more in the pocket of a family struggling to make ends meet.
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