TAX PREPARER
Connect working families with eligible tax credits that can add up to thousands of dollars. With the support of the tax site Management Team, a Tax Preparer volunteer works one-on-one with individuals and families to electronically file free tax returns — whether virtually or at an in-person tax site.
Looking to work at a more relaxed pace? Prepare drop-off tax returns for customers who will return to pick them up. All Tax Preparer volunteers are cross-trained in intake, screening, quality review, and the closeout process.
Skills Needed Computer experience, strong attention to detail, and customer service skills. No tax law experience necessary.
Online Training Completion Required
INTAKE SPECIALIST
A strong greeter is essential for establishing a welcoming and organized experience from the start. Whether virtually or at an in-person tax site, you will work with customers to compile all intake documents to ensure a speedy and accurate process.
Skills Needed Customer service skills and a high level of organization.
Online Training Completion Required
INTERN
Similar to our volunteer Tax Preparer role, Tax Associate interns are certified at the Advanced tax preparation level and assist in the general management of a tax site and virtual tax prep, including taking on such vital roles as Quality Reviewer. Click here to read more about this role and our internship program.
Minimum Requirements: Certification at the Advanced tax preparation level and commitment of 12-16 hours per week (130 hours total) from January – April.
Online Training Completion Required