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–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.

Next opening

The first step to joining our volunteer team is to sign up via our interest form. Click the button below to get started!

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Volunteer Story

“I just love doing taxes.” Meet Andrew