Intake & Resource Specialist - Tax Clinic (Intern or volunteer)

The Intake and Resource Specialist volunteer coordinates the tax clinic check-in process, ensures participants have all necessary paperwork for their tax appointment, and makes determinations to connect households with relevant community resources providing one-on-one follow-up when necessary.

 

Become a certified Volunteer Income Tax Assistant (VITA). Gain real life experience providing resource information and working with households to gain access to necessary financial support. Knowledge that you are helping families thrive!

 

Essential Functions: 

 

·        Screen and schedule interested participants according to tax needs

·        Complete intake paperwork, answer questions, and provide great customer service

·        Have knowledge of public benefits and community resources

·        Screen and support enrollment in financial services, food support, medical coverage and energy assistance

·        Team-oriented, able to work cooperatively with staff and other volunteers

·        Ability to abide by all confidentiality policies and procedures

·        Attend basic tax-law training sessions and successfully attain basic IRS tax-law certification (Training and coaching is provided to ensure success) 

·        Other duties as assigned  

 

Safety: Responsible for conducting all duties in a safe manner. 

 

Affirmative Action: Responsible to follow affirmative action plan as set forth and signed by the Board of Directors. 

 

 

·        Must be at least 18 years of age 

·        Must possess or be pursuing a two or four year degree in human services or related field (such as pre-social work, sociology, psychology, public health, etc)

·        No previous tax experience needed (Training and coaching is provided to ensure success) 

 

Abilities & Skills: In order to be successful in this position, the volunteer will at minimum need to possess the following abilities and skills: 

·        Comfortable with technology and working with computers

·        Excellent attention to detail

·        Excellent communication skills and ability to communicate clearly with empathy and respect

·        Must be comfortable interacting with people of diverse backgrounds, education, economic status, and culture 

·        Demonstrated ability to handle confidential information in a professional and discreet manner 

·        Fluency in English language (written and spoken). Bilingual in Hmong, Karen, Nepali, Somali, Spanish or another language desired 

·        Must successfully pass a criminal background check and provide references 

 

Normal office environment 

·        10-15 hours of IRS and Minnesota Tax law training (provided in person or online)

·        Complete training during December 2019 or January 2020

·        Successful completion of IRS-Tax Law certification after training (coaching provided)

·        Minimum of 4-hours per week at a tax clinic, February 1st-April 16th, 2020

·        Flexible schedule available (if you need to take some time off) 

·        View schedule below

 

·        9am - 4pm Saturdays, St. Paul; 450 Syndicate St North, St Paul, MN 55104 (Office/Tax Site is located on the Green Line train route) Saturday is preferred

·        9am - 4pm Thursdays, Woodbury; 7645 Currell Blvd, Woodbury, MN 55125 (Washington County CDA office)

Complete an Ongoing Registration Form at www.caprw.org/take-action/volunteer and