Organization
Catholic Charities Dallas

Volunteer Income Tax Assistance (VITA): Check In Volunteers

Duration
Recruiting now
Location
Plano, TX

Opportunity Details

Ongoing

Remote

Recruiting now

Plano, TX 75075

About this Opportunity

Join us as a Check-In Volunteer at our Tax Assistance Site! Youll be the first point of contact, welcoming clients and helping them get started on their tax prep journey. Your role ensures a smooth, stress-free process by managing check-ins, organizing paperwork, and keeping the flow running like clockwork.

Duties/Responsibilities:

  • Welcome clients warmly and answer any initial questions they may have.
  • Assist clients in signing in, verifying their appointment details, and ensuring the client has the correct paperwork for their tax return
  • Organize and maintain the check-in area to ensure a steady and efficient flow of clients.
  • Communicate effectively with tax preparers and other team members to coordinate client transitions.
  • Respect and uphold the confidentiality of all client information.

What Makes a Successful Volunteer:

  • Friendly demeanor with strong interpersonal and communication skills.
  • Attention to detail and ability to follow check-in protocols.
  • Basic computer skills or willingness to learn the check-in system.
  • Patience and empathy, especially in high-pressure situations.
  • Complete IRS Code of Ethics Certification

Age Requirements: 18 and up.

Commitment to volunteer for a minimum of one shift per week(2-3 hour shifts available, evening times included)


Locations: Saint Mark the Evangelist Catholic Church andSchimelpfenig Library

Follow Link toCatholic Charities Websiteto sign up to volunteer!


Skills/Interests

  • Skilled Labor