Opportunities From: Volunteer Wisconsin

Volunteers in this role support La Casa de Esperanza’s Volunteer Income Tax Assistance (VITA) Program by serving as the first point of contact for clients during their tax appointments. Program Support Assistant / Intake Screener volunteers play a vital role in ensuring accurate, efficient, and welcoming tax preparation services. Key Responsibilities

• Welcome and assist clients at the beginning of their tax appointments (in-person or virtually)

• Make copies of tax documents and identification cards

• Guide clients through the completion of required intake and consent forms, ensuring all questions are fully answered

• Review intake forms for completeness and accuracy

• Organize and deliver client files to IRS-certified tax preparers for review

• Maintain strict confidentiality of all client information Training & Certification

• Intake Screener volunteers are required to obtain IRS certification

• La Casa de Esperanza provides training sessions and support to assist volunteers in completing the certification process

In this role, volunteers will provide Spanish translation services for clients during tax preparation. REQUIREMENT: Proficiency in basic tax terminology is essential. Interpreter volunteers are also required to complete a Standards of Conduct assessment.

Through our VITA program, we offer complimentary tax preparation services to individuals and families with low-to-moderate income, facilitating financial stability by enabling them to use their tax refunds for saving, reducing debt, and acquiring assets such as cars, homes, and better credit. Additionally, we serve as a gateway to other community resources.

We are a community-based nonprofit agency dedicated to helping individuals and families achieve stability and self-sufficiency. Our programs include homebuyer counseling, free tax preparation services, employment support, financial counseling, a loan program for credit-challenged clients, and a Lead-Safe Homes initiative.

Position Summary, the Program Support Assistant (Volunteer) provides essential administrative and program support across multiple community service programs. This role helps ensure smooth daily operations and positive client experiences while supporting staff who deliver critical services to the community.

Key Responsibilities

Assist with general office and administrative tasks (filing, copying, data entry)

Support client intake and appointment scheduling

Help prepare and organize program materials and client packets

Answer phones and greet clients in a professional and welcoming manner

Assist staff with special projects, outreach, and events as needed

Maintain confidentiality of client information at all times

Qualifications

Strong organizational and communication skills

Basic computer skills (email, data entry, Microsoft Office or Google Workspace)

Friendly, reliable, and professional demeanor Interest in community service, financial empowerment, or housing stability

Ability to work independently and as part of a team

Bilingual Spanish skills are helpful but not required

Time Commitment

Flexible scheduling available Minimum commitment of 4 hours per week (adjust as needed)

Benefits to the Volunteer

Gain hands-on experience in nonprofit and community services

Learn about housing, financial counseling, tax assistance, and employment programs

Build administrative and client service skills

Make a meaningful impact in your community

Great experience for students, career changers, or retirees

Waukesha and Milwaukee County opportunities. 

Virtual and in-person volunteer opportunities are available.

Do you possess skills in data entry, have good social skills, and take pleasure in assisting others? Consider volunteering to help low-income clients prepare their Federal and State income tax returns through a FREE Tax Preparation Program! In this role, tax preparers will work directly with clients to prepare their tax returns. Volunteers in the Tax Preparer role must also complete IRS certifications. Training sessions are provided at our site to assist with these certifications.

La Casa de Esperanza's Volunteer Income Tax Assistance (VITA) Program aims to support low-income individuals and families in claiming all the tax credits they are entitled to. These households often rely on their tax refunds to pay for essential services like utilities, medical bills, and other fundamental needs.

All volunteers in the VITA program will become IRS-Certified. La Casa provides FREE training for each volunteer, and our staff will be available to support you at all times. Volunteers are needed for a commitment of 3+ hours per week from Monday to Saturday, between 8:00 am and 7:30 pm.

Assist with greeting, registration, activities and other duties as needed.