Prepare + Prosper
Cause Area
Advocacy & Human Rights
Community
Education & Literacy
Immigrants & Refugees
Justice & Legal
Location
2610 University Ave W Suite 450 St. Paul, MN 55114
United States
Active Opportunities (3)
Jan 25
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Apr 15
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St. Paul, MN 55114
Customer Support Volunteers on the Prepare + Prosper volunteer team are the hosts and financial referral enthusiasts of the tax clinics. They make sure things run smoothly and that every customer has an opportunity to talk about their financial situation and interests (if they so choose). As a Customer Support Volunteer, you will: Check people in, making sure they have all their paperwork Keep people moving through the tax preparation and review process Check people out, collecting signatures and giving customers their completed return Promote savings and provide relevant referrals for financial topics the customer is interested in Provide stellar customer service and maintain privacy Commitment: Attend an info session to learn all about P+P and the details of volunteering Complete 7-8 hours of training to prepare for volunteering Volunteer for one four-hour shift per week from late January-April 15th (with flexibility when needed!) How do I know I am a good fit? No previous experience needed! If you have a passion for connecting with people, a knack for communicating detailed information in a clear way, ability to juggle multiple tasks and keep up in a fast environment, then this gig is for you! Bilingual in Spanish, Somali, Hmong, or Oromo is helpful but not required. How to get involved: Join us for an upcoming info session! Sign up to hear about our info sessions by filling out this interest form today: https://www.volgistics.com/appform/253705773
Date Posted: Oct 22, 2024
Jan 25
-
Apr 15
|
St. 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? This role has no experience required! Volunteer tax preparers should have an interest in basic income tax preparation. 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: Attend an info session to learn all about P+P and the details of volunteering Complete 12-14 hours of training to prepare for volunteering Volunteer for one four-hour shift per week from late January-April 15th (with flexibility when needed!) How to get involved: Join us for an upcoming info session! Sign up to hear about our info sessions by filling out this interest form today: https://www.volgistics.com/appform/253705773
Date Posted: Oct 22, 2024
Jan 22
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Apr 21
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08:00 AM
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Virtual Opportunity
Prepare + Prosper has been partnering with the Minnesota Financial Planning Association for more than ten years to provide quality referrals from the low and moderate income community to pro bono financial planning services. During P+P’s weekly tax clinics, on-site volunteers have conversations with customers about financial topics and make referrals to trusted partners, such as Certified Financial Planners. In this program, a small group of P+P volunteer financial planners will receive these referrals and schedule a one-on-one meeting with P+P customers to provide individualized financial guidance. Volunteers will be trained on the economic challenges P+P populations tend to face, in order to communicate with equity and respect in mind. Volunteers will gain valuable experience working with diverse communities. 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/or virtually · Enjoy working within a racially and socio-economically diverse population · Basic computer proficiency · English proficiency required ; additional language proficiency desired The time commitment is approx. 2 hours per week between the end of January and the end of May, which comes to approx. 35 hours total. Consultations are 30-60 minutes each. Apply here! https://www.volgistics.com/appform/144615521
Date Posted: Oct 22, 2024
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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