Intake Specialist 4894

Bronx, NY - USA

Hourly Salary: $ 20 - 22

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

BronxWorkshelps individuals and families improve their economic and social well-being. From toddlers to seniors we feed shelter teach and support our neighbors to build a stronger all aspects of our work we strive for the highest ethical and performance standards and are guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences.

Across our 60 locations we provide programs in a variety of service areas including workforce development children youth families seniors and homeless prevention.

The BronxWorks Workforce Development Program was created to empowering your career journey. Your skills your future our mission.

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 W-2 1099 social security cards and picture ID)
Have clients sign the Check-in 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 clients 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 answering phone calls.

COMPETENCIES AND VALUES

Mission Focused
Strong attendance and punctuality
Strong planning and organizing
Relationship Oriented
Collaborator
Results Driven
Commitment to Community Success
Leadership
Integrity and Accountability
Communication - Excellent oral and written communication skills including the ability effectively to communicate in a variety of ways including public speaking small group meetings one-on-one meetings and written materials.
Teamwork -Collaborate with other NYC Free Tax Prep staff with the ability to work as a member of a team
Quality - Demonstrates accuracy and thoroughness
Quantity - Meets productivity standards; completes work in timely manner

QUALIFICATIONS

High school diploma.
IRS Volunteer Agreement.
Knowledge of taxes and Food Stamps.
Must be comfortable working with diverse population.
Knowledge of foreign languages a plus.
Friendly dependable and flexible.
Ability to complete tasks completely and accurately.
Able to complete required trainings.
Engaging personality and detailed orientated skills are essential.
Strong oral and written communication time management and organizational skills are necessary.
Proficiency in Microsoft Office suite and other standard business technology is required.

PHYSICAL REQUIREMENTS

Ability to use a computer for prolonged periods.
Ability to occasionally lift and/or move up to 10 pounds.
Ability to stand walk or sit for long periods of time or climb five flights of stairs if required to conduct home visits and/or fieldwork.
Ability to bend and retrieve objects and/or documents.
Ability to travel in the boroughs of New York City and its adjacent counties via public transportation.
Ability to travel for a minimum of 1 mile within a reasonable amount of time and in all types of weather including inclement weather if required to conduct home visits and/or field work.

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: