Intake Coordinator

Position Summary:

 The Intake Specialist is an integral part of our tax team. They are the first-person clients meet and speak with when entering the tax site. The Intake is responsible for ensuring a calm and positive environment while our clients wait to have their taxes prepared.

Essential Job Functions:

• Pull appointment report daily and contact client to advise of what’s needed to participate.
• Call client to confirm appointment and send video conference link.
• Greet clients at tax site or by video conference and ensure they meet eligibility requirements for tax services and have all documentation needed to complete their tax return.
• Check appointment list and verify clients ID and SS card(s).
• Interview client through video conference. Complete all required forms for tax preparation for each client including all consent forms.
• If needed, assist client in completing required IRS intake form completely and accurately.
• Create folder in DropBox to collect clients tax documents.
• Assign return to appropriate tax preparer based on certification level required.

Site Management:   

• For in-person sites: Ensure waiting area complies with all IRS and host requirements and maintains client privacy and confidentiality.
• Daily check to ensure all IRS posters and materials are posted and visible to all clients.
• Track and manage site supplies.
• Promptly communicate to Site Coordinator any issues in the intake process or waiting area.
• For virtual End to End – monitor appointment system and assign client to appropriate site.
• Perform other duties as assigned. This job description is not deigned to cover or contain a comprehensive listing of activities, duties or responsibilities.

Experience and Education:

• Must be IRS certified Volunteer Standard of Conduct and Intake and Quality Review Process. (Single Stop will assist in providing guide on certification)
• Excellent customer service skills.
• The Intake Coordinator must be friendly, patient, and professional, able to manage a busy workplace with high client volume.
• Ability to multitask in a busy environment.
• Attention to detail with an emphasis on accuracy is important.
• Must be responsible, punctual, and reliable. 
• Computer knowledge needed for making appointments and entering surveys.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Equal Opportunity Employer