This site uses cookies. To find out more, see our Cookies Policy

Bilingual Intake Specialist (Seasonal - Various Locations) in Houston, TX at BakerRipley

Date Posted: 10/18/2018

Job Snapshot

Job Description

DIVISION PROFILE

    Community Based Initiatives is a division of BakerRipley that builds on the unique economic and social assets of individuals and their neighborhoods, moving them to self-sufficiency and an improved quality of life. Largely supported by private philanthropic investment, our community-based programs engage and connect individuals to the resources that meet their emerging needs and aspirations. We provide a continuum of services including free tax preparation, family health and education, immigration and citizenship services, financial assistance and programs for youth and seniors.

JOB DESCRIPTION

JOB SUMMARY:

Each year, Neighborhood Tax Centers assists thousands of low income families by preparing their taxes for free at twelve locations in the Houston area.  If you are interested helping others while working in a fast paced, stimulating environment, please consider joining our team.

 

Intake Specialists are hired for eight of our locations.  The Intake Specialist greets clients as they arrive at the tax center, verifies that their returns are within the scope of the VITA program, verifies that all paperwork is completed, ensures that clients are served by tax preparers in the order of arrival, and provides translation services as needed. 


CORE DUTIES AND RESPONSIBILITIES:

  • Greets clients as they arrive at the tax center
  • Reviews client documents to ensure completeness and that tax return is within scope and income limits
  • Ensures that all NTC paperwork is properly completed
  • Provides translation services in Spanish as needed
  • Verifies that there are sufficient supplies at the intake desk
  • Attends the NTC Intake training class
  • Passes the IRS Standards of Conduct exam
  • Other duties as assigned by Tax Center Manager or Director

Job Requirements

 

QUALIFICATIONS/SKILLS

     MINIMUM EDUCATION:               

YEARS OF EXPERIENCE:

  • 3 years of customer service experience

    CERTIFICATIONS, LICENSES, REGISTRATIONS:
    SKILLS:
  • Excellent customer service skills
  • Ability to work quickly with great attention to detail
  • Thrives in a fast paced environment with multiple priorities
  • Excellent verbal communication skills
  • Experience working with diverse populations
  • Displays a supportive and professional disposition
  • Abie to work evenings, weekends, and long hours from January through April

    COMPUTER PROFICIENCY:
  • Moderately proficient in Microsoft Office products including Excel and Word. 

    LANGUAGE REQUIREMENTS:
  • Fully bilingual in Spanish and English

    PHYSICAL DEMANDS/CONDITIONS:
  • SITTING Remaining in the seated position
  • KNEELING Bending legs at knees to come to rest on knee or knees
  • STANDING Remaining on one’s feet in an upright position
  • STOOPING Bending body downward and forward by bending spine
  • WALKING Moving about on foot
  • CARRYING Transporting an object using your hands or arms
  • PUSHING Exerting force on an object
  • LIFTING Raising or lowering an object
  • Under 10 lbs.,