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Published 9/24/25 5:36PM

Volunteer Tax Preparer

Tax-Aid
On-site, Volunteer must be in or near San Francisco, CA
I Want to Help

    • Details

    Available Times:
    Weekdays (daytime, evenings), Weekends (daytime, evenings)
    Time Commitment:
    A few hours per week
    Commitment Details:
    The more you volunteer with us the better you will get at preparing tax returns! We kindly request you commit to volunteer a minimum of three times with us as it takes a lot of our time to train and onboard new volunteers.
    Recurrence:
    Recurring
    Volunteers Needed:
    200
    Cause Areas:
    Community Development, Immigrants or Refugees, Women
    Good For:
    Public Groups
    Other Requirements:
    Volunteer Benefits: Learn tax law and utilize industry standard tax software

    Description

    Did you know that the tax refund is frequently the largest influx of cash a family with low income will receive all year? You can help make sure people who qualify for these critical payments can access them. We have community based tax locations throughout the San Francisco Bay Area which are open mostly on Saturdays and some weekday afternoons.

    Check out how Tax-Aid volunteers are helping people in this short video on this page:

    https://tax-aid.org/need-tax-help/

    Responsibilities and Tasks

    • Provide high-quality assistance to taxpayers.
    • Advise clients about the tax preparation process.
    • Prepare client tax returns and answer tax related questions.
    • Prepare tax returns using Lacerte or TaxSlayer tax preparation software.
    • Maintain client confidentiality.

    Requirements

    • Prior tax preparation experience or IRS VITA volunteer certification
    • Analytical skills with attention to detail
      • Comfortable learning or navigating within tax software programs
    • Communication skills with ability to empathize and instill confidence
    • Proficiency in Microsoft Office and Excel
    • Spanish or Cantonese language skills is a plus
    • BA/BS degree in Accounting, Enrolled Agent Certification, CPA (or CPA candidate) a plus

    Please visit our website to learn more and to register

    https://tax-aid.org/tax-volunteers/

    Any questions? Drop us a line at admin@tax-aid.org.

    Watch our video to learn more: Tax-Aid Volunteer Introduction

    1 shift available:

    • Shifts will take place on Saturdays and some weekdays beginning in January 2026.: 09:00 to 04:00 PST

    Location

    On-site
    San Francisco, California, US

    How to Volunteer for This Opportunity

    Illustration

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