Volunteer Duties:
Intake Volunteer
• Provide top-notch customer service with empathy and compassion
• Greet participants and help them feel at ease
• Manage intake and exit process
• Check that participants have the required documents to start a return
• Serve as liaison with Site Coordinator to determine clinic capacity for walk-ins or other participant issues/questions that arise at Intake
• Conduct "scan and go" intake procedure for drop-offs
Tax Preparer Volunteer
• Provide top-notch customer service with empathy and compassion
• Complete all required training and certification exams
• Review intake sheet/tax documents with participants and prepare tax returns using our software
• Complete the closeout process for finished returns
• Communicate with participants about their tax returns and answer questions