Needs From: MC Serves!

Interested in volunteering from home? Become an Appointment Scheduler and help clients book their tax preparation appointments from the comfort of your own home.

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

Answer incoming calls and schedule appointments using an online system. Make reminder calls to clients for upcoming appointments.

Time Commitment & Training

Training: Required in-person training in mid-January and a series of online videos, totaling approximately 15 hours. Tax Season: Two assigned 4-hour shifts each week during the tax season (February 1 – April 15).

Requirements

Excellent communication skills and a patient, friendly attitude. Good computer and keyboard skills. Bonus: Fluency in a second language is a plus! A laptop, software, and headset are provided.

See more details on our website.

Do you have a friendly, customer-service attitude? As a Client Facilitator, you'll be the first point of contact for clients at one of our 19 tax sites.

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

Greet clients and assist them in completing required forms. Direct clients to the next available tax counselor. Handle various administrative tasks to ensure a smooth process.

Time Commitment & Training

Training: Required online and in-person training sessions in January, totaling 10-15 hours. Tax Season: At least one full day per week (6-8 hours) at a specific site during the tax season (February 1 – April 15).

Requirements

Excellent communication skills and a patient, friendly attitude. Bonus: Fluency in a second language is a plus!

See more details on our website.

If you have a talent for tech, we need you! As a Technology Support volunteer, you'll work with our Technology Coordinator to set up, troubleshoot, and maintain hardware at our tax sites.

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

Distribute, configure, and troubleshoot hardware, including Chromebooks, printers and routers at various tax sites. Assist tax counselors with technology issues.

Time Commitment & Training

Training: Complete a series of online training videos in January. You'll also receive on-the-job training with the Technology Coordinator. Tax Season: Commit to 1-2 hours per day during the tax season (February 1 – April 15).

Requirements

Working knowledge of computers, software, and electronic communication. Ability to travel to various tax sites as needed. Access to email and the internet.

See more details on our website.

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.