In Person Client Interview and Intake

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Please join our dedicated team and be part of an amazing and hardworking group of volunteers. This volunteer role is essential to the success of our tax services to strengthen our San Francisco Bay Area community.

Responsibilities & Tasks

• Meet with clients at our community based tax sites throughout the San Francisco Bay Area to verify their identity and help them to complete our tax questionnaire
• Help collect the necessary information for completing a tax return
• Maintain confidentiality of client information
• Treat clients with dignity and respect

Requirements

• Strong client relations and communication skills (both verbal and written)
• Highly organized, detail oriented
• Experience using google docs
• Some prior tax or financial experience is preferred
• Comfortable working with a diverse group of clients
• Spanish or Cantonese language skills a plus

Application and next steps

This is a volunteer position that takes place at various locations around the San Francisco Bay Area mostly on Saturdays. You can learn more about us on our website here: www.tax-aid.org. If you are interested in volunteering, please register as a volunteer on this page https://tax-aid.org/tax-volunteers/

If you have any questions send us an email to admin@tax-aid.org

Thank you so much for your interest, we look forward to hearing from you!