Intake Specialist

Job Description

Job Description

Position Description : The Dallas Community Tax Centers are currently seeking individuals to fill the positions of Intake Specialists at our tax preparation sites for the upcoming tax season. This position requires excellent people skills, organizational skills, and the ability to work under pressure. Bilingual Spanish skills are preferred. The Intake Specialist will be the front line for our tax preparation services by assisting clients with the sign in and intake form process, determining eligibility and maintaining order in the waiting area.

Primary Duties / Responsibilities :

• Direct clients through the intake process
• Determine eligibility and process accordingly
• Administer and collect surveys from clients
• Assist Site Manager with duties as needed

Minimum Requirements :

Preferred Requirements :

Compensation

$18 / hour

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his / her supervisor.

Foundation Communities provides an excellent benefits package including employer paid health benefits, 401(k) investment opportunity, Employee Assistance Program, paid vacation, holiday, and sick time.

Foundation Communities is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation & gender identity.