Post a Job!
«    »

Intake Specialist

Description

Responsibilities:

* Greet all taxpayers visiting the site to create a pleasant atmosphere.
* Implement a log or check sheet to sign in customers needing assistance.
* Perform screening process of all taxpayers
* Survey taxpayers to determine the type of assistance they will need and that the taxpayer has brought the necessary information to complete the tax return.
* Monitor site traffic to ensure that sufficient time is allowed for taxpayers being checked in at the site to receive assistance.
* Maintain confidentiality of taxpayer information.
* Provide general assistance to taxpayers.
* Manage clients’ expectations.
* Exercise good judgment in referring issues to Site Manager.

Skills:

* Ability to work with the public in a helpful, supportive and patient manner.
* Perform tasks completely and accurately.
* Able to handle large volume of client traffic.
* Friendly, dependable and flexible.
* Good computer skills (ability to enter data with adequate speed and excellent accuracy).
* Detail oriented.
* Bilingual (English/Spanish).


Posted By:



October 20, 2011 10:12 pm