Tax Program Intake Worker - Temporary, Bilingual Required

Center For Family Life in Sunset Park•New York, NY

6d•$20 - $20

About The Position

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 2026). 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.

Requirements

Excellent customer service skills
High school diploma, some college preferred
Must be Bilingual (Spanish/English/Other language capacity welcome)
Knowledge of taxes and public benefits
Must be comfortable working with a diverse population
Friendly, dependable, and flexible
Ability to complete tasks completely and accurately
Must complete a brief training on tax laws

Responsibilities

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 needs
Monitor 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 information
Provide general assistance to clients