Part Time Intake & Outreach Coordinator

About the role

The Intake and Outreach Specialist supports community-based tax and benefits services by conducting client intakes, community outreach, and assisting with tax preparation. Responsibilities include greeting clients, managing appointments, completing intake packets, and preparing tax returns in line with VITA standards. The role involves extensive community outreach through door-to-door canvassing, hosting resource tables, and participating in neighborhood events to promote eligibility for benefits like the Child Tax Credit and Earned Income Tax Credit. The specialist provides bilingual (Spanish/English) services, maintains client confidentiality, and ensures accurate documentation. They apply a client-focused approach, emphasizing diversity, equity, and inclusion, while adhering to organizational policies and quality standards. This position involves on-site work and community engagement, primarily within designated neighborhoods, with flexible hours aligned to tax season needs.

Responsibilities

• Greet clients
• Manage appointments
• Complete intake packets
• Prepare tax returns in accordance with VITA standards
• Conduct door-to-door canvassing
• Host resource tables
• Participate in neighborhood events to promote eligibility for benefits such as the Child Tax Credit and Earned Income Tax Credit
• Provide bilingual (Spanish/English) services
• Maintain client confidentiality
• Ensure accurate documentation
• Apply a client-focused approach emphasizing diversity, equity, and inclusion
• Adhere to organizational policies and quality standards

Qualifications

• High school diploma or GED
• 1‑3 years of office experience
• Proficiency in Microsoft Office
• VITA certification (training provided if needed)
• Strong communication skills
• Cultural competence
• Ability to work independently and collaboratively