TAX Assistance – Volunteers Needed

The LUM Tax Assistance Program has openings for volunteers to help local individuals and families with their income tax returns. YOU can make things a little easier, and provide a valuable service to the struggling families who rely on LUM to get their taxes done. If this sounds like a fun and rewarding experience, please join the LUM Tax Prep Team.

LUM has developed a plan to get taxes done while keeping volunteers and clients safe. LUM is offering remote and “limited in-person” sessions from February through April. To view the variety of volunteer opportunities available, see below. If you would like to find out more, please email the LUM Tax Assistance director, Josh Prokopy, at jprokopy@lumserve.org.

Here are some of the VOLUNTEER roles needed at LUM:

Greeter/Screener – You greet everyone visiting the site to create a pleasant atmosphere. You screen taxpayers to determine the type of assistance they need and confirm they have the necessary documents to complete their tax returns. Tax law certification is not required for this position.

Tax Preparer – You complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers.

Interpreter – You provide free language interpreter services to customers who are not fluent in English. Basic tax knowledge is helpful, but it is not required for this position.

Quality Reviewer – You review tax returns completed by volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free. You must be tax law certified at least at the Intermediate level.  

Site Administrator/Coordinator – You have excellent organizational and leadership skills.  You are the primary resource for sharing your knowledge of the program and are available to assist with any issues that may arise. You develop and maintain schedules for all volunteers to ensure adequate coverage, supplies and equipment at your site. Tax law certification is not always required for this position.

Computer Specialist or troubleshooter – You have a working knowledge of personal computers, software and communications systems. Tax law certification is not required for this position. If working at a self-prepare site you must become familiar with the various tax software option(s) available at your site. Although you may have less taxpayer interaction than most volunteers, you must be patient with those individuals who may not be as computer literate.

Tax Coach – You provide tax law assistance and guide taxpayers in preparing their own tax returns. Tax law certification is required for this volunteer role and training is available on-line or through face-to-face instruction.

Instructor – You complete online certification in tax law at the advanced level or higher and familiarize yourself with any software updates before instructing other volunteers. You will conduct classes online or in a classroom setting.

Empathy | Engagement | Energy | Experience

Did you know?

There are many benefits to volunteering with LUM. Serving your community not only helps others but also has benefits YOU!

  • You gain EXPERIENCE
  • You become more EMPATHETIC
  • You  are HAPPIER
  • You reduce your STRESS

There are many different opportunities for volunteering at LUM, from working one-on-one with a child to helping run the homeless shelter. Check out the current volunteer needs listed below.

Immediate Openings — LUM Volunteer Needs

To view all LUM Volunteer Opportunities, click HERE.

¿Habla Español? Love Helping Others? Volunteer with LUM!

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