Voluntee

About the Role

This is a full-time remote Volunteer role supporting tax preparation and client service activities.

Key Responsibilities

• Assist with organizing client documentation.
• Prepare basic tax forms under supervision.
• Help track deadlines and filing status.
• Support email and online communication with clients.
• Maintain accurate records in internal systems.
• Escalate complex inquiries to tax specialists.
• Collaborate with the team.
• Follow established procedures for data privacy and compliance.
• Contribute to continuous improvement of workflows and client resources.

Qualifications

• Ability to understand basic U.S. tax concepts and follow structured tax preparation procedures.
• Strong attention to detail, accuracy in data entry, and comfort working with documents and spreadsheets.
• Clear written and verbal communication skills for interacting with clients and team members in a remote environment.
• Good organizational and time management skills to handle multiple client cases and meet deadlines.
• Proficiency with common office and collaboration tools (e.g., email, video conferencing, cloud document platforms).
• Demonstrated integrity and commitment to handling sensitive financial information confidentially.
• Interest in learning about U.S. tax filing, ITIN processing, and IRS compliance.
• Prior tax or finance exposure is a plus.
• Ability to work independently, take initiative, and collaborate effectively in a distributed team setting.