Employment Type
Temporary
Duration of employment
Temporary (January through April) 30 hours per week
Date posted
November 22, 2021
Position title
Receptionist & Data Entry Clerk
Job Location
Eastside Business Center, Free Tax Prep. Program,1201 East Fayette Street, Suite 22, Syracuse, NY 13210
Qualifications

QUALIFICATIONS:

• Requires a minimum certification of IRS/VITA Tax Law Volunteer Standards of Conduct Training.
• Requires intermediate computer skills.
• Ability to interact with agency personnel and clients in a helpful and supportive manner.
• Ability to be both organized and flexible.
• Good communication skills.
• Ability to speak Spanish helpful.

 

Responsibilities

RESPONSIBILITIES:

1. Set tax appointments from incoming phone calls.
a. Able to use calendar program to identify open appointments for tax preparation..
b. Collect all pertinent information from clients.
c. Set and confirm appointments with tax clients.
d. Disseminate pertinent information regarding program access and eligibility.
e. May provide administrative support to Project Manager.

2. Make calls to confirm appointments 24 hours in advance using calendar program.

3. Greet all incoming clients, provide clients with folder of documents for the client to fill out.

4. Ensure all intake information is complete before assigning clients to a tax preparer.

5. Review and analyze data for correctness; follow-up with missing or incorrect information.

6. Enters, revises information into the MYCAP database system.

7. Attend required staff meetings and trainings as directed.

8. Perform all other duties as assigned.

9. Maintain confidentiality of all information.

10. Adhere to relevant health and safety policies and procedures.

 

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Position: Receptionist & Data Entry Clerk

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