Tax Program Intake Worker

Title: Tax Program Intake Worker

Position: Temporary Full time (January to April 2026)

Department: Center for Family Life Adult Employment Program

Reports to: Program Director and Tax Program Manager

The Center for Family Life is seeking to hire Intake Workers for their VITA Tax program. These are full-time temporary positions for the tax season (January to April 2026).

Primary Function:

The Tax Program Intake Worker coordinates the tax clinic check-in process, ensures participants have all necessary paperwork for their tax appointment, and makes determinations to connect households with relevant community resources, providing one-on-one follow-up when necessary.

Duties & Responsibilities include but are not limited to:

• Screen and schedule interested participants according to tax needs
• Complete intake paperwork, create clients' folders, answer questions, and provide great customer service
• Have knowledge of public benefits and community resources. Is Team-oriented, able to work cooperatively with staff and volunteers
• Ability to abide by all confidentiality policies and procedures
• Attend basic tax-law training sessions and successfully attain basic IRS tax-law certification (Training and coaching are provided to ensure success)
• Assisting with other administrative duties, including meeting program goals and making phone calls, Data Entry on Excel spreadsheets
• Determine the type of assistance needed by the client and direct clients to other services provided at the site according to the client's needs
• Monitor Site customer traffic and coordinate with the Program Manager to ensure that there is sufficient time to serve the client
• Maintain the confidentiality of the client's information
• Provide general assistance to clients

Qualifications

• Excellent customer service skills
• High school diploma, some college preferred
• Must be Bilingual (Spanish/English/Other language capacity welcome)
• Knowledge of taxes and public benefits
• Must be comfortable working with a diverse population
• Friendly, dependable, and flexible
• Ability to complete tasks completely and accurately
• Must complete a brief training on tax laws

Salary/hours: $20.00 per hour, 35 to 40 hours per week, Monday to Saturday.