Tax preparers - accounting

Work one-on-one with customers. Prepare their tax returns and get them their maximum refund. Encourage customers to meet with acustomer support volunteerto talk money and savings.

THE TASKS

Prepare state and federal tax returns using TaxSlayer software

Ask customers if they’d like to save some of their refund

Direct customers to work with the customer support volunteer to talk financial services

Provide stellar customer service and maintain customer privacy

THE SKILLS

Knowledge of basic income tax preparation and meet one of the following:

Have filed your own tax return

Taken a tax law or income tax accounting course at the college level

Work in the accounting field

Ability to effectively communicate and engage with customers

Computer proficient

Enjoy working in an ethnically and socio-economically diverse environment

THE COMMITMENT

Attend an info session before officially registering to volunteer

16-18 hours of training (primarily in-person)

Pass the (open book) IRS certification tests

Volunteer for one four-hour shift a week during tax season (January–April) or the summer (June-August) at one of our nine locations in Minneapolis, St. Paul, Bloomington, or Hopkins. Summer shifts are only available at the St. Paul main office.

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