Volunteer Tax Site Greeter/Intake Specialist, PathwaysPA

Posted on February 5, 2019


Provide support to the tax site by greeting and screening all tax filers to ensure the filer has all necessary information and documents required to complete a tax return


  • Use check –in sheet to sign in tax filers seeking assistance.
  • Greet all tax filers visiting the site to create a pleasant atmosphere.
  • Give each tax filer Form 13614-C, Intake/Interview & Quality Review Sheet to complete.
  • Help clients fill out their intake forms and get their paperwork ready.
  • Use the completed Form 13614-C to screen tax filers to determine the type of assistance they will need.
  • Refer to completed Form 13614-C to ensure the tax filer has brought the required documents (e.g. valid photo identification, Social Security card or other acceptable documentation, W-2, 1099’s, last year’s return, health insurance 1095 forms) from which a tax return can be completed.
  • For clients choosing to use the drop-off service, copy or scan all of the documents and create folder for each tax filer.
  • Make appointment reminder phone calls.
  • Notify Site Coordinator and/or tax preparers when tax filers are picking up completed returns.
  • Assist with data entry or other tasks as needed.


  • Good interpersonal skills and comfort with a wide range of people.
  • Comfort using computers.
  • Strong interest in helping low-income access their full refund.
  • Able to commit to a 3-4 shift each week from January 22 – April 15, 2019.
  • Shifts are available week day mornings, afternoon, evenings and Saturdays 9:00am-2:00pm

1300 E. MacDade Blvd.
Folsom, PA 19033

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