Tax Volunteer

Job Title: Tax Volunteer
Location: Unknown
Job Published: May 25, 2018 07:45

Job Description

Tax Help for Older People is an independent charity, offering a free tax advice service for older people on low incomes.  We specialise in giving Personal Tax advice to people over 60 (or their representatives) with an income under £20,000.  Our philosophy is to help clients help themselves as far as possible, which means we give guidance, assistance, advice and support depending on the client need.

Our fully trained team of helpline staff in Dorset are able to provide telephone advice for approximately 80% of the enquiries but, due to increasing demand, we are constantly looking for volunteers to deal with the more complex issues with face to face appointments, either as part of a ‘tax surgery’ at an agreed venue, or with a home visit.

Volunteers are able to help with a wide variety of issues, including helping fill out forms; checking tax codes; or resolving over- or underpayments.  They can also help with talks and training events for other organisations, to promote our charity and raise awareness of the services we can offer.  All volunteers receive training and full induction into our systems, and all advisers are covered by our Professional Indemnity Insurance. 

The number and timing of Advice sessions will vary according to the volunteer's availability and can take approximately 45 minutes - one hour.  Where possible a client will be asked to attend a Surgery appointment (usually at an Age UK or CAB office), if the client is unable to get to a surgery, the volunteer will be asked if they are willing to go to a home visit.  The number of advice sessions varies and can be anything from about 2/3 times a year.

If you think you would be interested please go to our website ( or contact us on 01308 488066 for more information.