Volunteer Tax Preparer

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