Position Description: The Shadow Brook Community Tax Center is currently seeking an individual to fill the position of Bilingual Intake Specialist for the 2024 tax season. The Intake Specialist will be the front line for our tax preparation service responsible for greeting clients, conducting eligibility screenings and assisting taxpayers in assembling all required information and documents. This position requires excellent people skills, organizational skills, and the ability to work under pressure.

　　Primary Duties/Responsibilities:

　　Conduct intake interviews with clients, which include validating clients’ identities, screening for eligibility, reviewing client documents, and ensuring clients are ready to proceed in the tax preparation process

　　Serve as a resource for clients by answering questions and providing high quality customer service

　　Support site manager with operations tasks as needed

　　Protect client confidentiality

　　Complete all specified paid training and tax certifications (No previous experience is required, and support is provided throughout the season)

　　Minimum Requirements:

　　Prior experience working in a fast-paced environment

　　Professional demeanor with excellent communication and customer service

　　Written and verbal proficiently in English and Spanish

　　Preferred Requirements:

　　Bilingual in Spanish

　　Working Conditions/Physical 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.

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