Lift communities. Volunteer. Work one-on-one with families this tax season.

Positions

CEP volunteers make a difference by helping Illinois families move toward financial stability. Whether you want to work directly with clients or behind the scenes, there is a place for you!  

Registration for Tax Preparers, Tax Site Specialists, and Savings Coaches will begin in the Fall for the upcoming tax season! Applications for Tax Representatives are accepted on a rolling basis. 

Financial Coach 

Become a Financial Coach.

What is Project Money?

Project Money is a high-impact, evidence-based financial development program that combines financial education, financial coaching, and peer-learning to empower individuals to accomplish specific financial goals meant to help them move from financial uncertainty to financial security. 

What will I do?

Upon completion of two 6-hour training sessions, each Financial Coach will be paired with an individual member of the Project Money program. Members and coaches will meet for a total of six hour-long sessions, to work on setting and achieving well-defined financial goals. Coaches will also take part in a 30-minute peer-learning session before or after coaching.

As a Financial Coach, you will help a member:

  • identify short and long term financial goals
  • identify obstacles to financial goals and strategies to overcome them
  • provide tools and resources to help them achieve their goals efficiently and effectively

What skills do I need?

We are looking for volunteers who demonstrate empathy, an understanding of the financial challenges facing low-to-moderate income adults, the ability to motivate others, and a willingness to learn how to coach people on goals relate to building savings, reducing debt, managing daily expenses, and/or improving credit.

What is the time commitment?

We ask our Financial Coaches to make a commitment of one coaching cycle; the cycle includes a required two-day training, six coaching sessions, and a completion event. Important dates for Project Money cycles are as follows: 

Fall Cycle

Coach Training: August 19th and 26th (10am - 4pm)
Sessions: pairs meet on a Tuesday or Thursday every other week (6pm - 8:30pm)
Completion Event: November 16th (6pm - 8pm)

To Apply

Click here and apply today!

Questions

Contact Volunteer Engagement via email or at (312) 630-0288. 

Credit Geek

Credit Geeks will provide credit coaching to the participants involved with the Money Action Day events and the "Progress on the Go" mobile unit.

Time Commitment 
As a Credit Geek, we ask that you commit to volunteering three times throughout the year. Currently scheduled opportunities are at our Money Action Days. MAD will be held at CEP Headquarters, 567 W Lake Street, 2nd Floor; the events will resume after the Tax Season, starting in May. 

Training 
In-person training is provided and held at CEP Headquarters, 567 W Lake Street, in late April

Required Skills 
No prior experience is necessary.

Next Steps 
Online registration is currently closed for this position. Want to be notified when registration opens? Please email volunteer@economicprogress.com and we will send you a message when we have a training date scheduled.

SIGN UP TODAY

If you have additional questions, feel free to contact Volunteer Engagement at (312) 630-0288.

Savings Coach

We are currently in search of volunteer savings coaches to help families using our tax site services pledge to save. E ngage individuals on a one-to-one basis, as well as in a group setting, to gain an understanding of their financial goals and barriers to saving and effectively managing their money. Participating sites: Auburn-Gresham, Aurora, Bronzeville, Elgin, Loop, Southland, and Uptown.

Time Commitment 
Volunteers are asked to serve one shift per week from January to April after completing training. One shift per week is the average amount of time served by the majority of volunteers. Scheduling is flexible; sites generally operate on weekday evenings and Saturdays.

Training 
Training for the Savings Coach position is online, with an optional in-person Site Orientation session.  Online training is available beginning in mid-October, and the orientation will take place in January.   

Required Skills 
No skills necessary to apply. Outgoing personalities preferred. 

Next Steps 
Online registration and training is now open! Click here to register and start training! If you need assistance, contact Volunteer Engagement via email or (312) 630-0288. 

 

Tax Preparer

Work one-on-one with tax site clients, preparing federal and state income tax returns and providing basic counseling on tax law and credits. 

Time Commitment 
Volunteers are asked to serve one shift per week from January to April after completing training. One shift per week is the average amount of time served by the majority of volunteers. Scheduling is flexible; sites generally operate on weekday evenings and Saturdays.

Training 
Training is mix of online and classroom learning.  Online training is available beginning in mid-October, and classroom training takes place in January.

Required Skills 
No tax experience is necessary. Basic computer proficiency is helpful. 

Next Steps 
Online registration and training is now open!  Click here to register and start training! If you need assistance, contact Volunteer Engagement via email or (312) 630-0288. 

Tax Representative

Represent low-income clients on federal and state income tax issues.

Time Commitment 
Time commitment is flexible, and telecommuting is available. Volunteers may complete cases from their home or office and can take on cases according to their availability.

Training 
On-the-job training and special sessions are provided as needed.

Required Skills 
CPAs, attorneys and Enrolled Agents are eligible to take cases.  At most times, experience with tax representation is a requirement.  We are able to provide training and select times of the year.

Next Steps 
Tax Representatives can submit this form to esternberg@economicprogress.org at any time.  If approved, we will keep you on our contact list to receive cases.  When we have an eligible case, we will offer it to volunteers with a matching skill set.

Tax Site Specialist

Aid in the overall flow of tax sites by helping with administrative activities, including client intake and outtake, copying and filing documents. Site managers determine volunteer roles depending on the needs at each site.

Time Commitment 
Volunteers are asked to serve one shift per week from January to April after completing training. One shift per week is the average amount of time served by the majority of volunteers. Scheduling is flexible; sites generally operate on weekday evenings and Saturdays.

Training 
Training is a mix of online and classroom learning.  Online training is available beginning in mid-October, and the classroom training is available in January.  

Required Skills 
No prior experience is necessary.

Next Steps 
Online registration and training is now open! Click here to register and start training! If you need assistance, contact Volunteer Engagement via email or (312) 630-0288. 


Questions? Contact the Volunteer Engagement department via email or at (312) 630-0288.