Tax Intake Associate
About The Position
- Responsible for scheduling free tax prep client appointments, intaking clients, and ensuring they have brought all necessary documents to their free tax prep appointment. - Assist with data entry in multiple funder databases. - Work in collaboration with the staff and volunteer tax preparers, quality reviewers, and site supervisors to meet all program goals, ensure the site remains in compliance with all IRS regulations, and promote client satisfaction. - Assess free tax prep clients other social service needs and connect them to Project Hospitality’s full continuum of care and other external referrals.
Requirements
- Required to pass IRS VITA/TE certifications for the intake role.
- Passionate about providing extraordinary customer service.
- Have experience working in a fast-paced environment with strong attention to detail and accuracy.
- Must be bi-lingual (English and Spanish).
Responsibilities
- scheduling free tax prep client appointments
- intaking clients
- ensuring clients have brought all necessary documents
- data entry in multiple funder databases
- collaborate with staff and volunteer tax preparers, quality reviewers, and site supervisors
- Assess free tax prep clients other social service needs and connect them to Project Hospitality’s full continuum of care and other external referrals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
