Volunteer Opportunities

Volunteers Needed
Provide Tax Preparation Assistance to Seniors and Lower-Income Families and Individuals
Sponsored by Hudson Valley CA$H Coalition
(New York Counties of Dutchess and Orange)

Volunteers are critical to the success of the CA$H Coalition.  You are encouraged to select the role most appropriate for you.  The table below should help you choose.  If you would like to learn more or are ready to volunteer, please contact us. To read more about what volunteering is like, click here.

Volunteer Tax Preparers Needed throughout Hudson Valley

The Hudson Valley CA$H Coalition and AARP Tax-Aide sponsor FREE TAX PREPARATION for low to moderate-income working families, individuals and seniors in Orange and Dutchess Counties. Volunteer tax preparers and Spanish-language preparers are currently being recruited for the 2016 tax season. 

Volunteers… 

Use skills to make a difference to those in need

Receive IRS Certification

Learn new skills and take advantage of free training 

Join others in our community making a difference

Enjoy flexible days, times and locations throughout the Hudson Valley 

Tax Preparation training begins in January 2017! For more information on volunteering, click here

For more information on joining the Hudson Valley CA$H Coalition contact: 

Dutchess County: 
Linda Eddy - (845) 475-7500
leddy@dutchesscap.org 

Orange County: 
Dave Weaving 
hvcash@uwdor.org   

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Volunteer Role

Summary

Training Provided

Prerequisite Skills

Time Commitment

Client Facilitator

Welcomes clients, and ensures each client has brought the correct documentation and completes the intake forms.

4 hours of classroom education.

Be well organized and enjoy working with people.

5 to 8 hours per week from mid-January to mid-April.

Tax Counselor

Works with clients to prepare their Federal and state tax returns.

20 to 40 hours of daytime classroom and self-study education during December.

Some experience in tax preparation; have at least filed own personal taxes. Must be computer literate.

36 hours for complete training, pass an IRS test, and 5 to 8 hours per week from mid-January to mid-April.

Technology Coordinator

Ensures that the necessary computer equipment is ready for use by Tax Preparers.

None

PC literate. Comfortable working with MS Windows, Internet and LANs.

40 hours spread through September through mid-April.

Communications and Marketing Representative

Assists in helping to spread the word about the free tax service to potential clients.

A CA$H program orientation session to be held in December (2 hours).

Experience with communication of information.

2 to 4 hours per week from mid-October through mid-February.

Appointment Confirmation Specialist

Make calls to clients to confirm their appointment dates and times.

Brief orientation session (1 hour) to be held in January.

Good phone communication skills. Access to a computer during calls.

2 to 4 hours per week from the end of January through mid-April (calls are best made in the evenings).