TAX PREPARER


Work one-on-one with our customers. Prepare their tax returns and get them their maximum refund. Encourage customers to meet with a financial advocate to 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 work with the financial advocate to talk about saving and money
  • Provide stellar customer service and maintain privacy of each and everyone

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 (in-person and online)
  • Pass the (open-book) IRS certification tests
  • One four-hour volunteer shift a week during tax season (January 20–April 17) or off-season (June 1—October 31) at one of our eight locations in Minneapolis, St. Paul, Bloomington, or Hopkins.

Next opening

Our next info sessions will be held May. Please sign up below for an invitation to attend once dates are solidified.

Sign Up

Volunteer Story

“I just love doing taxes.” Meet Andrew