VITA Intake Specialist-Seasonal

Archdiocese of San Antonio•San Antonio, TX

11d•$14

About The Position

The VITA Intake Specialist is responsible for assuring every client is aware of all services available to them and are seen in a timely manner. The Clerical Intake Specialist also oversees client sign-in and assists clients in the completion of the client intake sheet at their assigned site.

Requirements

Education High School diploma or GED
Experience At least 1 year of customer service experience
License and Credentials Reliable transportation
Valid Identification
Minimum of 1-year experience in: Computer skills
Proficient in Microsoft Office (outlook, excel, word, access, PowerPoint)
Must be detail-oriented, organized, self-motivated, and work well independently and on a team
Must maintain professionalism in the workplace
Must have good verbal skills

Nice To Haves

Bilingual in English and Spanish preferred

Responsibilities

Must pass the Standards of Conduct and Intake & Quality Review test per IRS standards
Greets clients in a courteous manner upon arrival and departure
Respond to clients’ general inquiries
Connects client to a certified tax expert for any tax inquiries
Enter clients’ information onto the Charity Tracker Account daily
Maintains and keeps the assigned area in an orderly manner
Light lifting and record keeping
Provide clients with an Intake Form
Prepares client file for tax preparation
Ensures the site has adequate materials to operate properly and/or restock as necessary
Assists the Site Coordinator with maintaining the flow and volume of site operations
Must be able to commit to a 3-month work assignment beginning mid-January throughout mid-April
Must be able to work Monday thru Sunday (depending on site hours)
Follow and uphold the Volunteer Standard of Conduct set forth by the IRS
Must complete all required trainings in a timely manner.
Must be sensitive to the service population’s cultural and socioeconomic characteristics.
Must adhere to safety training and protocols on a daily basis and taking precautionary measure to ensure the safety and well-being of self and others.
Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information, services rendered to clients, donors names and gifts, internal and external investigations or results of any investigations, and financial information.
Adherence to the Code of Conduct and Employment Policy is mandatory.
Every employee is required to take a solution-oriented approach in their interactions and undertakings, as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization.
Other duties as assigned by the Program Director/supervisor.