What are the responsibilities and job description for the Intake Specialist position at Bedford Stuyvesant Rest?
Job Description
Job Description
VITA Tax Program Lead Intake Specialist
Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing / homeownership, community revitalization, small business development and arts and culture to 60,000 people annually.
About the Role
The Intake Specialist provides overall support to the Economic Solution Center. He / she is the first point of contact to clients visiting the Economic Solution Center. The Intake Specialist performs the initial triage of all clients to determine the assistance needed including preparing taxes. The Intake specialist will assure that the client has appointments to the appropriate unit within the department and must perform a quality check on all client demographics and financials prior to having the years’ tax return completed.
Key Responsibilities
- Greet customers to create a pleasant atmosphere
- Identify and determine if clients are best served by in-person, self-prep or virtual services
- Screen each client for service need
- Determine that the client has all of the necessary information to complete the return (i.e., Forms W-2,1099, social security cards and picture ID)
- Have clients sign the check-in log (walk-in or appointment)
- Assist the client in completing documentation if needed
- Determine the type of assistance needed by the client and direct clients to tax preparers and to other services provided at site according to the client needs.
- Monitor Site customer traffic and coordinate with the site manager to insure that there is sufficient time to serve the client
- Maintain the confidentiality of the client information
- Assist in other administrative duties, including file maintenance and storage
- Some evening and weekend hours will be required
What you bring to the role
Benefits
Paid Sick Leave, Employee Discount Program, Commuter Benefits Program, Employee Assistance Program and other forms of leave.
Application Process :
Please include a resume and cover letter outlining your interests and qualifications when applying for this position. (may include other requirements, e.g writing samples, graphic design samples, etc.)
This job description does not represent a complete, comprehensive list of all duties and responsibilities of this position; other duties and unplanned activities may be required.
Bedford Stuyvesant Restoration Corporation, its board members, President & CEO, executives and employees are committed to providing equal employment opportunities for all persons regardless of race, creed, color, national origin, citizenship, sex, disability, marital status, ethnicity, gender, religion, source of income, sexual orientation, age, familial status, military status, domestic violence victim status, predisposing genetic characteristics, employment status, arrest or conviction record or any other characteristic protected by federal, state or local law. Equal employment opportunities extend to all aspects of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.
Anti-Nepotism Policy : Bedford Stuyvesant Restoration Corporation is committed to a policy of employment and advancement based on qualifications and merit and does not discriminate in favor of or in opposition to the employment of relatives.
