Intake Specialist Jobs

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About The Position

The Intake Specialist is responsible for all aspects of the client intake and screening process at BakerRipley Neighborhood Tax Centers. The role greets clients as they enter the tax center, helps them complete intake forms, reviews documents for completeness and eligibility within the tax center’s scope and income limits, and provides translation assistance as needed. The position is temporary/seasonal and offers multiple locations in the Greater Houston Area. Candidates selected must complete training and certification provided by Neighborhood Tax Centers to continue employment.

Requirements

  • Bilingual in English and Spanish.
  • Comfortable working in a fast-paced environment.
  • Attention to detail.
  • High level of organization.
  • Flexible, friendly, and helpful.
  • Excellent customer service skills.
  • Complete training and certification provided by Neighborhood Tax Centers to continue employment.

Responsibilities

  • Maintain a sign-in sheet to establish the order for tax preparation.
  • Ensure clients receive and complete all required intake forms.
  • Review client documents for completeness and confirm that the tax return is within the program’s scope and income limits.
  • Provide translation services as needed for clients, volunteers, and staff.
  • Keep the intake station stocked with clipboards, intake paperwork, pens, and other necessary supplies.

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