Income Tax - Income Tax Reception Volunteer
PROGRAM NAME: Income Tax Preparation
POSITION TITLE: Income Tax Reception Volunteer
SCHEDULE: Mon – Thu, 9am – 4pm
(broken into either a morning shift, or afternoon shift)
1 shift per week commitment is requested
PROGRAM DATES: February 24th - April 25th
*one training session to be scheduled the week before Feb 24th
LOCATION: 2420 Montrose Avenue
REPORTS TO: Program Supervisor
POSITION SUMMARY
Do you love people? Are you comfortable using a computer and answering phones? Then the position of Income Tax Reception Volunteer might be perfect for you. We have hundreds of low-income older adults from diverse populations in need of income tax appointments – that’s where the Income Tax Reception Volunteer comes in!
KEY DUTIES AND RESPONSIBILITIES
- Scheduling income tax appointments via phone or in-person, using an O365 Outlook calendar
- Retrieving phone messages from potential clients
- Determining eligibility of clients with a few basic questions
QUALIFICATIONS
Education and Certification:
- Criminal Record Check required
- Registration with the Community Volunteer Income Tax program (will be done at orientation)
Experience:
- Office experience helpful
- Basic computer knowledge and using an O365 calendar
Knowledge and Skill Set
- Organized with a strong attention to detail
- Ability to work independently
- Friendly phone manner and strong communication skills
- Sensitivity to diverse client needs
WORKING CONDITIONS
- Answering phones in a busy environment and/or potentially interacting with difficult situations or people.