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Intake Coordinator - Tax Prep and Income Supports

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Published 5 days ago

Founded in 2004, the mission of Urban Upbound is to break cycles of poverty in public housing neighborhoods and other low-income communities in New York City. We advance our mission through five integrated programs: employment services, financial counseling, youth development, community revitalization, and financial inclusion anchored by the Urban Upbound Federal Credit Union.

 

The Urban Upbound Tax Preparation and Income Supports Program is one of the largest free tax preparation services in the country. We offer tax preparation and benefits screening and enrollment services all year long from our offices in Long Island City. During tax season, we provide in-person services at multiple locations citywide and in multiple languages. We also offer tax preparation virtually through an online portal.

 

Reporting to the Tax Preparation and Income Supports Program Director, the Intake Coordinator is a key full-time member of the team as they serve as gatekeeper to the program and are responsible for providing customer service to clients and general administrative support to the team. The Intake Coordinator is also responsible for ensuring all data is accurately recorded in the program’s databases.



Responsibilities 


  • Providing general information regarding services via phone, email, and in-person walk-ins.
  • Scheduling a high volume of appointments  for tax preparation and benefits screening, and following up on “no-shows”.
  • Creating, updating, and maintaining organized files and program records.
  • Managing multiple calendars.
  • Assisting with preparing materials (e.g., photocopying, collating, stapling, etc.).
  • Recording data in Salesforce in real time and ensuring other databases are also up to date.
  • Ordering supplies and assisting the Program Director to run the space.
  • Referring clients to other Urban Upbound services or to partner organizations.
  • Other tasks as assigned by the Program Director and Urban Upbound leadership. 



Qualifications 


  • Associate degree required; Bachelor's degree preferred.
  • 1-2 years of work experience in an office setting.
  • Bilingual Spanish speakers preferred. Other languages are welcomed.
  • Strong organizational skills, including managing competing priorities and meeting deadlines. 
  • Computer proficiency in Microsoft Office, Google Workspace, internet research, and social media. 
  • Experience with Salesforce is a plus.
  • Ability to manage sensitive and confidential information with high integrity and respect.
  • Excellent interpersonal and communication skills, with capacity to work in a collaborative team environment.
  • Highly motivated, with proven capacity to work independently, take initiative, and thrive in a high-paced entrepreneurial environment.
  • Open to learning new skills and take on additional responsibilities.
  • Flexible, with availability to work occasional weeknights and Saturdays.
  • Good sense of humor and passion for social justice.


Urban Upbound is an equal opportunity employer and welcomes candidates of all backgrounds. To apply, please email a cover letter and resume to Ahmad Elmaradny at ahmad@urbanupbound.org. Please include the position in the subject of the email.

Founded in 2004, the mission of Urban Upbound is to break cycles of poverty in public housing neighborhoods and other low-income communities in New York City. We advance our mission through five integrated programs: employment services…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Start Date
    September 20, 2021
  • Education
    2-Year Degree Required
  • Professional Level
    Professional

Benefits

Health Insurance, Dental and Vision

Health Insurance, Dental and Vision

Level of Language Proficiency

Bilingual Spanish speakers preferred. Other languages are welcomed.


Bilingual Spanish speakers preferred. Other languages are welcomed.


Location

On-site
12-15 40th Ave, Long Island City, NY 11101, USA

How to Apply

Urban Upbound is an equal opportunity employer and welcomes candidates of all backgrounds. To apply, please email a cover letter and resume to Ahmad Elmaradny at ahmad@urbanupbound.org. Please include the position in the subject of the email.

Urban Upbound is an equal opportunity employer and welcomes candidates of all backgrounds. To apply, please email a cover letter and resume to Ahmad Elmaradny at ahmad…

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