Seasonal Resource Specialist

Working Families, Inc.; Philadelphia (Philadelphia County); On-site; USD 25,000 - 30,000; Full time

Job summary

Working Families, Inc. seeks a Seasonal Resource Specialist to rotate among tax sites in the Philadelphia area, helping filers access stability and mobility services while they receive tax preparation.

You will screen for public-benefit eligibility, assist with applications for programs like PA Property Tax/Rent Rebate (PACE), explain CWF services, complete warm referrals, and document outcomes while upholding confidentiality and client flow.

Qualifications

• Experience assisting diverse clients in a public service setting.
• Ability to explain complex programs clearly to clients.
• Familiarity with public benefits programs and enrollment processes.

Responsibilities

• Travel among assigned tax sites according to deployment schedule and adjust coverage as needed.
• Coordinate arrival, workspace, outreach timing, client routing, and service expectations with site leadership.
• Engage filers respectfully in waiting areas and transitions without delaying tax service or compromising privacy.
• Provide accurate explanations of benefits and CWF services; obtain consent for information collection.
• Use approved outreach materials and enrollment tools; maintain a professional, visible presence at each site.
• Support language access, disability access, cultural responsiveness, dignity, and equitable participation.

Skills

Customer service

Communication

Public benefits knowledge

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Seasonal Resource Specialist

Seasonal Philadelphia, PA, US

30+ days ago Requisition ID: 1018

THIS POSITION IS FOR THE 2027 TAX SEASON BEGINNING IN JANUARY

Overview Campaign For Working Families

Campaign for Working Families, Inc. (CWF) champions the financial well-being and economic mobility of individuals and families through programs, advocacy, initiatives, and support systems that promote equitable opportunity and financial stability. CWF believes every individual and family deserves respect, dignity, and accessto the tools and information needed to succeed. CWF advances positive change at the policy and grassroots levels through empathy, data-driven decision-making, and collective action. The following core values guide CWF's mission, goals, and service to individuals and families throughout its communities:

• EquityandInclusion:We believe all individuals and families, regardless of background, race, gender, or socioeconomic status, should have equitable opportunities and access to resources.
• Family-CenteredApproach:We prioritize policies and initiatives that support family well-being, stability, and growth, recognizing that strong families are the foundation of thriving communities.
• CollaborationandPartnerships:We value collaboration with organizations, government agencies,businesses, educational institutions, and individuals who share our commitment to working families.
• Data-Driven Decision-Making:We use evidence and data to guide policies, programs, and operational decisions, ensuring that our efforts are effective and impactful.
• RespectandDignity:We treat every individual with respect and dignity, recognize each person'sinherent worth, and work to create systems that uphold these values.

Position Summary

The Seasonal Resource Specialist expands access to CWF's family-stability and economic-mobility services by rotating among assigned tax sites and engaging tax filers while they receive tax preparation services. The Specialist screens clients for potential public-benefit eligibility; assists with applications and enrollment for available benefits, including Pennsylvania's Property Tax/Rent Rebate Program (PACE); explains CWF's family-stability, financial capability, asset-building, matched-savings, public-benefits, and related services; completes warm referrals; documents services and outcomes; and follows up on incomplete applications. The role reports to the Director or Manager of Family Stability and works closely with tax-site leadership without interrupting required tax preparation, quality review, confidentiality, or client-flow procedures. The Specialist must obtain IRS Basic tax certification to understand the tax-site environment and support informed client engagement but prepares returns only when separately assigned and authorized.

Role and Responsibilities

• Travel among assigned CWF tax sites according to the approved seasonal deployment schedule and adjust coverage based on client volume, program priorities, staffing, and direction from Family Stability leadership.
• Coordinate daily arrival, workspace, outreach timing, client routing, and service expectations with the Tax Site Coordinator or designated site leader.
• Engage tax filers respectfully in waiting areas, intake transitions, post-preparation activities, scheduled appointments, or other approved points without delaying tax service or compromising privacy.
• Provide brief, accurate explanations of available benefits and CWF services, determine whether the client wants additional assistance, and obtain appropriate consent before collecting information.
• Use approved outreach materials, scripts, eligibility tools, referral forms, and enrollment platforms and maintain a professional, visible, approachable presence at each site.
• Support language access, disability access, cultural responsiveness, dignity, and equitable participation for diverse individuals and families.

Public-Benefit Screening and Enrollment

• Conduct preliminary screening for public benefits using current eligibility guidelines, approved tools, and information provided by the client.
• Assist eligible or potentially eligible clients with applications, renewals, document collection, account creation, consent, submission, and status follow-up for approved benefit programs.
• Explain