TAX PREPARER


Work one-on-one with customers. Prepare their tax returns and get them their maximum refund. Encourage customers to meet with a customer support volunteer 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 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. 

Next Steps

The first step to joining our volunteer team is to attend an info session. Click the button below to get started!

Sign Up

Volunteer Story

“I just love doing taxes.” Meet Andrew