Bilingual Intake Specialist - English/Spanish (On-site)

Tax Relief Helpers, LLC; California; On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) retirement plan

Paid time off (PTO)

Employee Assistance Program (EAP)

Employee discount marketplace

Subsidized gym memberships

Job summary

Tax Relief Helpers, LLC is seeking a bilingual Intake Specialist fluent in English and Spanish to join our Encino team. This on-site role handles client calls, qualifies prospects, and routes leads to the sales floor with a customer-first approach.

You will gather information, verify eligibility, schedule appointments, and provide admin support while working closely with the sales team. A high school diploma is required; bilingual proficiency is essential for success.

Qualifications

• High school diploma or equivalent required.
• Bilingual English/Spanish proficiency required.
• Strong communication and customer service skills.
• Experience with CRM, data entry, and basic admin tasks preferred.

Responsibilities

• Answer client calls and greet them professionally.
• Conduct initial intake interviews and verify information.
• Qualify prospects and transfer leads to sales.
• Input and maintain accurate client records in systems.
• Schedule appointments and follow up with clients as needed.

Skills

Bilingual (English/Spanish)

Customer service

Communication skills

Attention to detail

Multitasking

Data entry

Education

High school diploma or equivalent

Associate/Bachelor preferred

Tools

Microsoft Office

CRM software

RingCentral

Job description

Tax Relief Helpers, LLC is seeking a bilingual Intake Specialist fluent in English and Spanish to join our Encino team. This on-site role handles client calls, qualifies prospects, and routes leads to the sales floor with a customer-first approach.

You will gather information, verify eligibility, schedule appointments, and provide admin support while working closely with the sales team. A high school diploma is required; bilingual proficiency is essential for success.