It takes 30 minutes to complete a tax return and change a life. Join CEP and make a difference in your community.

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 Assistants and Savings Campaign Champions are now closed. Applications for Tax Representatives and Credit Geeks are accepted on a rolling basis. 

Credit Geek

Credit Geeks will provide credit coaching to the participants involved with the Money Action Day events.

Time Commitment 
As a credit geek, we ask that you commit to volunteering at 4 Money Action Day events. Money Action Days will be held at CEP Headquarters, 567 W Lake Street, 2nd Floor. Money Action Days will be on the following days:

2015 Money Action Day Schedule:

May 14

May 29

June 12

July 16 

August 13

September 10

October 15

November 13

Training 
Training will be provided and held at CEP Headquarters, 567 W Lake Street

Required Skills 
No prior experience is necessary.

Next Steps 
If interested,please contact the Volunteer Engagement Department at 312-630-0266 or volunteer@economicprogress.org and we will provide next steps.

Savings Coach

We are currently in search of volunteer savings champions to help families using our tax site services pledge to save.

Time Commitment 
Volunteers are asked to volunteer a total of 25 hours or more from January to April after completing training.  Volunteers with more availability are highly encouraged to apply! 

Training 
Training is a mix of online and classroom learning.  Online training is available in November, and the classroom training is available in January.  

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

Next Steps 
Registration is currently closed, but will open in early November. To be contacted when registration opens, please contact Volunteer Engagement at 312-630-0266 or volunteer@economicprogress.org

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 volunteer a total of 25 hours or more from January to April after completing training. Scheduling is flexible; sites generally operate on weekday evenings and Saturdays.

Training 
Training is mix of online and classroom learning.  Online training is available in November, and classroom training takes place in January.

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

Next Steps 
Registration is currently closed, but will open in mid October. To be contacted when registration opens, please contact Volunteer Engagement at 312-630-0266 or volunteer@economicprogress.org

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 and child care. Site managers determine volunteer roles depending on the needs at each site.

Time Commitment 
Volunteers are asked to volunteer a total of 25 hours or more from January to April after completing training. 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 in November, and the classroom training is available in January.  

Required Skills 
No prior experience is necessary.

Next Steps 
Registration is currently closed, but will open in mid October. To be contacted when registration opens, please contact Volunteer Engagement at 312-630-0266 or volunteer@economicprogress.org

Volunteer Financial Coach 

Become a Financial Coach.

What is the Progress Program?

The Progress Program is a high-impact, evidence-based eleven-week financial development course that combines financial education, financial coaching, financial behavior modification, and peer learning to empower participants to accomplish specific financial goals meant to help them move from financial uncertainty to financial security. Participants are people living within the metropolitan Chicago area, between the ages of 21 and 65, employed in at least a part-time job, and having an income below $27,500 for individuals and $55,000 for families.

As a Financial Coach, you will help a participant identify their short and long term financial goals, identify obstacles to financial goals and strategies to remove 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-income adults, and a willingness to learn how to coach people on goals relate to savings, earnings and budgeting.

Do volunteers receive training?

Volunteer coaches are trained in both personal finance and coaching based on motivational interviewing, and work with a participant for eleven weeks. Training and volunteering will take place at CEP Headquarters, 567 W Lake St, Chicago. Each training session is 5 hours with lunch provided.

Next Steps

Registration for the Progress Program cycle is now closed. To be notified when applications will be available, contact Volunteer Engagement at volunteer@economicprogress.org or 312-630-0266. 

 


Questions? Contact the Volunteer Engagement department via email or at (312) 630-0266.