Intake Specialist
Intake Specialist
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Job Description
BronxWorks helps individuals and families improve their economic and social wellbeing. From toddlers to seniors we feed shelter teach and support our neighbors to build a stronger community. In all aspects of our work we strive for the highest ethical and performance standards and guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences. We have 65 locations throughout the borough providing a variety of programs that offer assistance in the areas of family children and youth support educational services elder care homelessness mental health and workforce development. We are an employer of choice for anyone interested in a meaningful career in the social services field.
Qualifications
High school diploma.
IRS Volunteer Agreement.
Knowledge of taxes and tax laws
Must be comfortable working with diverse population.
Must be flexible and able to respond to changing needs of the program.
Friendly dependable and flexible.
Ability to complete tasks completely and accurately.
Engaging personality and detailed orientated skills are essential.
Strong oral and written communication time management and organizational skills are necessary.
Ability to adjust to different work assignments adapt readily to changes and shift priorities as necessary.
Report to and meet with supervisor on a monthly basis
Bilingual Spanish/English preferred. Please indicate fluency in languages in your cover letter and/or resume
Proficiency in Microsoft Office suite and other standard business technology is required Perform additional duties as assigned
Responsibilities
Greet customers to create a pleasant atmosphere
Identify and determine if clients are eligible to receive our services
Determine that the client has all of the necessary information to complete the return (i.e. Forms W2 1099 social security cards and picture ID)
Have clients sign the Checkin log.
Provide the client with the Intake Sheet to complete and assist the client if needed
Perform the screening process:
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 ensure that there is sufficient time to serve the client
Set up clients folders.
Maintain the confidentiality of the client information.
Provide general assistance to clients.
Assist in other administrative duties including file maintenance and answer phone calls.
BronxWorks seeks to build an inclusive organization grounded in respect for differences. BronxWorks is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. This commitment applies to all terms conditions and privileges of employment including but not limited to recruitment hiring compensation training and employee development placement promotion demotion upgrading downgrading transfer layoff and termination. We value and encourage diversity and solicit applications from all qualified applicants without regard to race color gender sex age religion creed national origin ancestry citizenship marital status sexual orientation physical or mental disability medical condition military and veteran status gender identity or expression genetic information status as a victim of domestic violence or any other characteristic protected by federal state or local law. If you require reasonable accommodation as part of the application process please contact .
Required Experience:
Unclear Seniority
Employment Type
Temp
