Tax-Aid

Cause Area

Children & Youth
Community

Location

235 Montgomery Street, Suite 1155San Francisco, CA 94104 United States

Website:

http://www.tax-aid.org

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Organization Admin?

Website:
http://www.tax-aid.org

Active Opportunities (2)

In Person Client Interview and Intake

Flexible Schedule | San Francisco, CA 94104

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!

Date Posted: Jan 21, 2025
Volunteer Tax Preparer

Flexible Schedule | San Francisco, CA 94104

Did you know that the tax refund is frequently the largest influx of cash a family with low income will receive all year? You can help make sure people who qualify for these critical payments can access them. We have community based tax locations throughout the San Francisco Bay Area which are open mostly on Saturdays and some weekday afternoons. Check out how Tax-Aid volunteers are helping people in this short video on this page: https://tax-aid.org/need-tax-help/ Responsibilities and Tasks Provide high-quality assistance to taxpayers. Advise clients about the tax preparation process. Prepare client tax returns and answer tax related questions. Prepare tax returns using Lacerte or TaxSlayer tax preparation software. Maintain client confidentiality. Requirements Prior tax preparation experience or IRS VITA volunteer certification Analytical skills with attention to detail Comfortable learning or navigating within tax software programs Communication skills with ability to empathize and instill confidence Proficiency in Microsoft Office and Excel Spanish or Cantonese language skills is a plus BA/BS degree in Accounting, Enrolled Agent Certification, CPA (or CPA candidate) a plus Please visit our website to learn more and to register https://tax-aid.org/tax-volunteers/ Any questions? Drop us a line at admin@tax-aid.org.

Date Posted: Jan 21, 2025

Organization Information

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.

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