Tax Preparer

Work one-on-one with customers. Prepare their tax returns and get them their maximum refund. Encourage customers to meet with acustomer support volunteerto talk money and savings.

• Prepare state and federal tax returns using Tax Slayer 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

• 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

• 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.