Intake Coordinator (Seasonal 6-week assignment flexible weekday)

Job description

The Grow Brooklyn Free Tax Prep program (also known as VITA) offers free tax preparation to households making up to $97,000 annually (with dependents) and $68,000 or less (without dependents), persons with disabilities, the elderly and undocumented immigrant taxpayers. IRS-certified tax prep volunteers provide basic income tax return preparation with electronic filing to qualified individuals. One important goal of the program is to assist eligible taxpayers in applying for the Earned Income Tax Credit, which can result in a substantial refund for low-income working families and individuals.

During the 2023 Tax Season, GB expects to open at least 28 locations throughout Brooklyn and even reaching the Lower East Side in Manhattan, open roughly 200 hours a week for 13 weeks. Each site is located in the offices of a partner organization.

Position Description

Individuals in this position have a large responsibility for VITA operations as the gatekeepers at their site. S/he is directly responsible for assuring that every client is aware of all the services that are available to them in a timely manner. Also, the Intake Specialist manages client screening, assists clients in the completion of the Intake Sheet and surveys, and directs clients to on-site complementary services when appropriate.

The Intake Specialist reports to the Site Manager and works towards the goal of ensuring quality, consistent tax preparation throughout tax season. A list of Intake responsibilities includes:

• Greet clients with respect and courtesy.
• Develop a log to sign in clients needing assistance.
• Screen client information for eligibility and needed documents.
• Ensure that clients complete a Client Intake/Interview Sheet (IRS form 13614-C) and assist in completion if needed.
• Verify pertinent information/documents needed for tax return preparation.
• Survey clients to determine the type of assistance needed and what tax forms that will be required to complete their tax forms.
• Monitor site traffic to ensure that sufficient time is allowed for each signed-in taxpayer to receive assistance.
• Maintain confidentiality of all client information.
• Report any problems that arise to the Site Manager.
• Refer clients to other services being provided at the site or by our partners.

Skills & Qualifications

• Experience in high volume, retail-oriented customer service
• Hardworking and self-directed, with strong organizational skills
• A demonstrated commitment to Grow Brooklyn’s mission and the people we serve
• Excellent written, verbal and presentation skills as well as good computer skills
• Bilingual highly desirable (Spanish, Creole, etc.)
• Enthusiastic, energetic and outgoing with a “can do” attitude
• A sense of humor, creativity, resourcefulness, compassion, and patience are absolute requirements for this job

Requirements

• Traditional Working Hours (Monday-Friday, 10am-6pm) strongly preferred.
• All staff are required to wear face masks at all times while working at the tax locations.
• Must have a passing score on IRS Certification Link and Learn 2025 Intake/Interview and Quality Review Exam (open-book); Create an account here: www.linklearncertification.com/d/ ; sign up as a VITA Volunteer - no PTIN required

This is NOT a remote job!

Daytime availability required for staff ( Weekdays 10am-6pm); evening shifts are covered by volunteers.

Job Types: Full-time, Part-time, Temporary

Salary: $20-22 per hour

A second language is a plus, Haitian, Spanish, Mandarin, Russian