Putnam County Tax Appointment Specialists (Hybrid)

Hudson Valley CA$H is a coalition of community partners representing libraries, human service agencies, local government, businesses, faith-based organizations, and volunteers. Together with the IRS and AARP Foundation Tax-Aide, this program aims to promote financial stability for individuals in Putnam, Orange, and Dutchess Counties. The primary mission of the CA$H Coalition is to provide free, reliable tax preparation assistance to low- to moderate-income residents so they can receive all the credits they are entitled to and keep every penny of their tax refund. Many depend on their refund to keep up with their rent, make a necessary car repair, or pay down their credit card. For many of our neighbors, their tax refund might be the biggest check they receive all year.

The United Way of Westchester and Putnam is looking for volunteers to help Putnam County residents during tax season by answering tax service inquiry calls. Volunteers would help schedule free tax service appointments and make calls to clients to confirm their appointment dates and times.

Required training:

• A brief orientation session (1 hour) to be held in January

Recommended skills:

• Good phone communication skills
• Must be computer literate
• Bilingual individuals are strongly encouraged to apply!

Commitment:

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

Location:

• Hybrid (Putnam County or virtual)