Job Information
Fedcap Intake Coordinator in New York, New York
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