Seasonal Virtual Intake Coordinator

Campaign for Working Families; Oregon; Hybrid; USD 21,000 - 30,000; Part time

Job summary

Campaign for Working Families is seeking a Virtual Intake Specialist for the 2027 tax season. You will be the first point of contact for clients using CWF’s virtual tax services, screen eligibility, review documents, and route cases to Tax Associates.

The role emphasizes secure handling of information and timely intake processing. This temporary, seasonal position supports client service delivery across virtual and on-site settings, with flexible hours during peak filing periods.

Qualifications

• Two tax seasons of VITA/TCE or comparable tax preparation experience preferred.
• Experience quality-reviewing federal and state returns preferred.
• Proficiency with tax preparation software, computers, email, and MS Office.
• Ability to obtain and maintain IRS certifications required by CWF.
• Bilingual or multilingual ability is valued based on community needs.

Responsibilities

• Serve as primary client contact during intake via approved channels.
• Review intake submissions for eligibility and completeness.
• Coordinate intake interviews and confirm required consents and disclosures.
• Move cases to ready-for-preparation status and route to Tax Associates.
• Maintain client confidentiality and secure handling of documents.

Skills

Client service

Communication

Accuracy

Organization

Confidentiality

Teamwork

Adaptability

Technology

Education

High school diploma

Associate or bachelor's degree preferred

Tools

Tax software

Microsoft Office

Electronic document tools

Job description

Campaign for Working Families is seeking a Virtual Intake Specialist for the 2027 tax season. You will be the first point of contact for clients using CWF’s virtual tax services, screen eligibility, review documents, and route cases to Tax Associates.

The role emphasizes secure handling of information and timely intake processing. This temporary, seasonal position supports client service delivery across virtual and on-site settings, with flexible hours during peak filing periods.