Bilingual Client Liaison - (Temporary/Seasonal) - Neighborhood Tax Centers

BAKERRIPLEY • Houston, TX

19d

About The Position

The Bilingual Client Liaison supports BakerRipley Neighborhood Tax Centers, a Volunteer Income Tax Assistance program that provides free tax preparation services and connects families to essential resources. The role provides over-the-phone assistance to taxpayers and helps ensure tax returns are processed promptly and accurately in coordination with IRS guidelines. The position is temporary/seasonal, based at the 225 Baker Ripley location in Houston, Texas, with minimal local travel of up to 10%.

Requirements

• Bilingual proficiency in English and Spanish is required.
• Pass the Advanced IRS Certification.
• Complete Client Liaison training provided by Neighborhood Tax Centers.

Responsibilities

• Call clients whose tax returns are missing information or have been rejected by the IRS and obtain information needed to correct the returns.
• Send letters to clients who cannot be reached by phone.
• Answer calls and respond to client inquiries.
• Make corrections that do not require phone calls.
• Assist the Electronic Return Originator (ERO) in pulling Acceptance and Rejection reports from the IRS e-file system.
• Assist the ERO with transmitting e-files to the IRS e-file system.
• Provide assistance at tax centers and perform administrative duties as required.

What This Job Offers

• Education Level: High school or GED