Manage a tax site, correspond with partners, recruit and work with volunteers, ensure all IRS requirements are met for quality tax preparation services, and have fun.
Keep things running smoothly at the tax site. Check people in, assess the needs, and make sure all identification and paperwork needed is present before seeing a tax preparer.
Get to know our clients, prepare tax returns using TaxSlayer, ensure accuracy while seeking the maximum refund and encourage them to meet with a savings specialist.
Take a second look at tax returns prepared by other volunteers at our tax sites. Make sure nothing was missed, answer final questions, print copies for client, and get signatures
Make tax time a money moment. Encourage clients to save some of their refund. Discuss split refunds, and savings bonds. that will help them take control of their finances.
Listen, encourage, support, and help people create a plan and stick to it. You'll work one-on-on with people working to reach their financial goals and assist with group sessions
We are currently planning for the 2019 tax season. Sign up to be contacted in October 2018, when we’ll kick off and begin training.