Volunteer Tax Site Greeter/Intake Specialist, PathwaysPA

Posted by PathwaysPA on February 5, 2019

Roles:

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

Responsibilities:

• 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.

Qualifications

• 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

Location
1300 E. MacDade Blvd.
Folsom, PA 19033

Sign up: http://volunteer.unitedforimpact.org/need/detail/?need_id=387494