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Tax Program Intake Worker - Temporary, Bilingual Required

Center For Family Life in Sunset Park Inc
New York, NY Temporary
POSTED ON 1/16/2025
AVAILABLE BEFORE 3/29/2025

Job Description

Job Description

Description :

Title : Tax Program Intake Worker

Position : Temporary Full time (January to April 2025)

Department : Center for Family Life Adult Employment Program

Reports to : Program Director and Tax Program Manager

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 2025).

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.

Duties & Responsibilities include but are not limited to :

  • 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

Qualifications

  • 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
  • Salary / hours : $20.00 per hour, 35 to 40 hours per week, Monday to Saturday.

    Requirements :

    Salary : $20

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