Job Summary :
The Intake Specialist is responsible for all aspects of the intake process and screening. The Intake Specialist greets clients as they enter the tax center, assists clients with completing the intake forms, and provides translation assistance as needed.
ESSENTIAL FUNCTIONS :
- Keep a sign-in sheet to provide orders for tax preparation
- Ensure all clients receive and complete all required intake forms
- Review client documents to ensure completeness and that the tax return is within the scope and income limits
- Provide translation services as needed by clients, volunteers, and Staff
- Ensure the intake station is adequately stocked with clipboards, intake paperwork, pens, and other necessary supplies
Qualifications :
- Comfortable working in a fast-paced environment
- Attention to detail
- High level of organization
- Flexible, friendly, and helpful
- Excellent customer service skills
Multiple locations available
- Southwest
- Spring Branch
- North Channel
Candidate must be Bilingual in English and Spanish to be considered
All candidates selected must complete training and certification provided by Neighborhood Tax Centers to continue employment
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