Are you a detail-oriented person who enjoys working directly with people? As a Tax Counselor, you will use IRS-provided software to prepare free federal and state tax returns for clients in Montgomery County.
AARP Foundation Tax-Aide helps to provide free federal and state tax preparation services to local residents. This is an incredible opportunity to interact with and help many people, learn new skills, or use your existing ones to make a real difference in your community.
Responsibilities
- Prepare tax returns for clients at a local tax site at least one day per week during the tax season.
- Listen patiently and with interest to clients, providing support in sometimes stressful situations.
Time Commitment & Training
- Training: Prepare for a substantial time commitment, especially during the month of January. Training classes, coursework, studying, homework, and certification exams are required in December and January. You'll work with an experienced mentor to guide you.
- Tax Season: At least one day per week throughout the tax season (February 9 – April 15).
Requirements
- Strong computer and keyboard skills.
- Excellent communication skills.
- Patience and a willingness to learn.
- Bonus: Fluency in a second language is a plus!
See more details on our website.
Note: If you are unable to commit to the required training time in January, consider exploring the Scheduler or Client Facilitator roles instead.
