Volunteer Intake Specialist

Published

08/31/2018

Start Date

01/26/2019

End Date

04/15/2019

Time Commitment

A few hours per week

Duration

Short-Term (few weeks/months)

Address

2610 University Ave W, Ste. 450
Saint Paul
MN
55114
United States

Description

Prepare + Prosper and its volunteers work with low- to moderate-income people to build financial well-being through free tax preparation and financial services, products, and coaching, and by changing systems to create economic opportunity. In 2017, 532 volunteers prepared taxes for 12,648 people who received $24.7 million in refunds, and 984 people saved $1.54 million of their refunds.


What will I be doing as an INTAKE SPECIALIST?

The intake specialist provides customer support and service for customers receiving services from P+P. Working closely with the Intake Manager, the Intake Specialist keeps the multi-step process smooth running. The Intake Specialist plays an integral role to ensure a positive experience for P+P customers. Tax knowledge not required!


Role and responsibilities:

·      Initiate the customer sign-in process, ensuring that customers meet the basic eligibility requirements for tax services

·      Answer customer questions and act as a navigator through the multi-step process

·      Assist in the overall operation and flow of the tax clinic

·      Go over completed tax return with customers and secure necessary signatures

·      Provide the initial and final "P+P friendly face" for customers


Skills required:

·      Passion for connecting with people

·      Strong leadership skills and ability to work independently

·      Ability to relay information in a clear and direct manner

·      Ability to multi task in a sometimes chaotic environment

·      Enjoy working in a diverse ethnic and socio-economic environment

·      No previous tax experience is necessary


Timeline and Commitment:

1. November or December 2018: Attend one info session

2. December - January: Complete 8 hours of training

3. January 26 – April 15, 2019: Volunteer one, four hour shift per week and impact the lives of your community!


Locations:

P+P operates 8 tax sites across the Twin Cities metro area, with locations in Minneapolis, St. Paul, Bloomington and Hopkins. Volunteers select a tax site that is convenient to work, home, or school. Our main office is in St. Paul off of University Avenue near the intersection University Avenue West & Highway 280.


APPLICATION METHOD

INTERESTED? Sign up for an info session here: 

https://www.volgistics.com/ex/portal.dll/ap?ap=1111754443

Benefits

  • Training Provided

Benefits

  • International Volunteers

How To Apply

volunteer@prepareandprosper.org
https://www.volgistics.com/ex/portal.dll/ap?ap=1111754443

Interested? Join us for an info session to learn more! Sign up at https://www.volgistics.com/ex/portal.dll/ap?ap=1111754443


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