Volunteer Opportunities


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.