Client & Office Support Volunteer

Join CASH an IRS Volunteer Income Tax Assistance VITA) program and be part of our

mission to empower the community by providing free, year-round tax prep, tax advice and

financial education that leads toward financial security. As Client Office Support volunteer,

you'll be part of team that helps our clients access our services and our office run smoothly.

Make difference by helping low-income working families in Monroe County achieve financial

stability one return at time.

Responsibilities:

• Greet all clients to create a welcoming and pleasant atmosphere
• Check clients in for appointments
• Assist clients with intake paperwork
• Assist with client-flow during tax sessions
• Make
• phone calls to clients to answer their questions and set up
• appointments.
• Data entry
• Help represent CASH at outreach events
• Assemble tax site materials

Skills & Requirements:

• Eagerness to learn and grow in a supportive and inclusive environment
• No experience needed. You will receive specialized training and materials
• to meet IRS certification levels needed for this role
• Client & Office Support volunteers are required to pass two brief online
• certification tests provided by the IRS
• Training starts in early December and must be completed by January 15th
• Training is in person with components of self-study
• Commitment to volunteer at least four hours a week
• In-person commitment of four hours per week
• Volunteer opportunities available during the main tax season (January to
• mid-April), with some summer hours also available