DESCRIPTION OF DUTIES

Duties:

• Meet individually with clients, interview clients, review tax documents, and prepare returns using professional tax software.

• Connect clients to meaningful savings opportunities including U.S. Savings Bonds and credit union accounts.

Qualifications:

• Must successfully complete free tax preparation training and pass IRS certification test.

• Must maintain client confidentiality.

• Ability to build rapport & discuss sensitive financial information with care.

• No prior tax experience is required, but the ability to prepare a basic tax return or other relevant classroom or work experience in tax law or accounting is recommended.

Time Requirement:

• A minimum of one 4-6-hour shift, one to two weekdays (Monday – Friday) per week during tax season (January 25th to April 18th).

• Our greatest need is during February and early March when our tax site is the busiest.