Intake Specialist - 4894

BronxWorks•New York, NY

About The Position

BronxWorks hhelps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standards and are guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences. Across our 60+ locations, we provide programs in a variety of service areas, including workforce development, children, youth, families, seniors and homeless prevention. The BronxWorks Workforce Development Program was created to empowering your career journey. Your skills, your future, our mission.

Requirements

High school diploma.
IRS Volunteer Agreement.
Knowledge of taxes and Food Stamps.
Must be comfortable working with diverse population.
Friendly, dependable and flexible.
Ability to complete tasks completely and accurately.
Able to complete required trainings.
Engaging personality and detailed orientated skills are essential.
Strong oral and written communication, time management and organizational skills are necessary.
Proficiency in Microsoft Office suite and other standard business technology is required.

Nice To Haves

Knowledge of foreign languages a plus.

Responsibilities

Greet customers to create a pleasant atmosphere
Identify and determine if clients are eligible to receive our services
Determine that the client has all of the necessary information to complete the return (i.e., Forms W-2, 1099, social security cards and picture ID)
Have clients sign the Check-in log.
Provide the client with the Intake Sheet to complete and assist the client if needed
Perform the screening process:
Determine the type of assistance needed by the client and direct clients to tax preparers and to other services provided at site according to the client’s needs.
Monitor Site customer traffic and coordinate with the site manager to ensure that there is sufficient time to serve the client
Set up client’s folders.
Maintain the confidentiality of the client information.
Provide general assistance to clients.
Assist in other administrative duties, including file maintenance and answering phone calls.