Tax Program Intake Worker - Temporary, Bilingual ...

Job Type Full-time, TemporaryDescriptionTitle: Tax Program Intake Worker Position: Temporary Full time (January to April 2025) Department: Center for Family Life Adult Employment Program Reports to: Program Director and Tax Program Manager The Center for Family Life is seeking to hire Intake Workers for their VITA Tax program. These are full-time temporary positions for the tax season (January to April 2025). Primary Function:The Tax Program Intake Worker coordinates the tax clinic check-in process, ensures participants have all necessary paperwork for their tax appointment, and makes determinations to connect households with relevant community resources providing one-on-one follow-up when necessary. Duties & Responsibilities include but are not limited to: Screen and schedule interested participants according to tax needs Complete intake paperwork, create clients' folders, answer questions, and provide great customer service Have knowledge of public benefits and community resources. Is Team-oriented, able to work cooperatively with staff and volunteers Ability to abide by all confidentiality policies and procedures Attend basic tax-law training sessions and successfully attain basic IRS tax-law certification (Training and coaching are provided to ensure success) Assisting with other administrative duties, including meeting program goals and making phone calls, Data Entry on Excel spreadsheets Determine the type of assistance needed by the client and direct clients to other services provided at the site according to the client's needsMonitor Site customer traffic and coordinate with the Program Manager to ensure that there is sufficient time to serve the client Maintain the confidentiality of the client's informationProvide general assistance to clientsQualificationsExcellent customer service skills High school diploma, some college preferred Must be Bilingual (SpanishEnglishOther language capacity welcome) Knowledge of taxes and public benefits Must be comfortable working with a diverse population Friendly, dependable, and flexibleAbility to complete tasks completely and accuratelyMust complete a brief training on tax laws Salaryhours: $20.00 per hour, 35 to 40 hours per week, Monday to Saturday. Salary Description $20.00 per hour

Created: 2025-01-14