Seasonal Tax Intake Coordinator

Working Families, Inc.; Philadelphia (Philadelphia County); On-site; USD 21,000 - 26,000; Full time

Job summary

Campaign for Working Families is seeking a Seasonal Intake Specialist for the tax season in Philadelphia, PA. The role welcomes clients, screens eligibility, organizes flow, reviews documents, and routes clients to certified Tax Associates.

You will help maintain privacy and accurate records, while supporting the efficient operation of the tax site. The position emphasizes client-centered service, adherence to IRS standards, and collaboration with site staff.

Qualifications

• High school diploma or equivalent required.
• Experience in customer-service or high-volume public-facing roles preferred.
• Bilingual or multilingual ability valued based on community needs.

Responsibilities

• Greet clients, confirm status, explain service process and wait times.
• Verify eligibility and screening questions without making tax determinations.
• Collect and route documents; ensure accuracy and privacy.
• Assist with intake and form completion under supervision.
• Support coordination with Tax Site Coordinator and other staff.

Skills

Customer service

Attention to detail

Verbal communication

Bilingual ability

Education

High school diploma or equivalent

College coursework or related field

Job description

Campaign for Working Families is seeking a Seasonal Intake Specialist for the tax season in Philadelphia, PA. The role welcomes clients, screens eligibility, organizes flow, reviews documents, and routes clients to certified Tax Associates.

You will help maintain privacy and accurate records, while supporting the efficient operation of the tax site. The position emphasizes client-centered service, adherence to IRS standards, and collaboration with site staff.