Intake Specialist - New York, NY

Fedcap - Single Stop USA
New York, NY Full Time $19 - $22 per hour

Description

Do you have a talent for making people feel welcome and at ease? Single Stop is seeking a full-time Intake Specialist. With competitive pay ranging from $19 to $22 per hour, your dedication will be generously rewarded.

Benefits include:

  • Medical, dental, and vision coverage
  • Flexible spending account (FSA)
  • Short- and long-term disability insurance
  • A 403(b) plan
  • Employee assistance program
  • A program for expectant mothers
  • Life insurance

INTRIGUED?

Join us at Single Stop and be part of a team that truly cares about the well-being of our clients.


YOUR NEW ROLE AS AN INTAKE SPECIALIST

As our valued Intake Specialist, you're the first face clients see when they step into our tax site. Your warm welcome sets the tone for a positive atmosphere while they await their tax preparations. Your responsibilities are crucial: you handle appointment reports, contact clients, confirm appointments, and create a seamless process. Whether in person or through video, you ensure clients meet eligibility requirements and have all necessary documentation. Your meticulous attention to detail shines as you verify IDs, complete essential forms, and assist with IRS intake forms. You manage tax documents and assign returns to the right tax preparer.

You also maintain site compliance, oversee supplies, and keep our clients informed, ensuring a smooth intake process. You're the first point of contact and a key player in our team's success!


REQUIREMENTS

  • IRS certification in Volunteer Standard of Conduct and Intake and Quality Review Process (We'll guide you through certification)
  • Exceptional customer service skills
  • Friendly, patient, professional
  • Adept at managing a busy environment with a high client volume

ABOUT OUR FAMILY

We are working to connect the 46 million individuals living in poverty to untapped local, state, and federal dollars and benefits, giving them access to safety net programs and providing a boost up the economic ladder. Fueled by state-of-the-art technology, a world-class staff, and our education and nonprofit network partners, our vision is for every individual to have access to opportunities for achieving the American Dream. Our innovative approach leverages existing financial resources with opportunities for education, counseling, training, and support-a potent recipe for lifelong financial stability.

Our mission is to build pathways out of poverty by leveraging partnerships and technology to connect people to existing resources, all through a unique one-stop shop. To achieve this, we strive to attract and retain talented and committed staff who believe in our cause. This is why we provide competitive compensation, great benefits, and plenty of opportunities for personal and professional growth.

Does this role align with your aspirations? You can complete the initial application process in about three minutes. We can't wait to hear from you!



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