Volunteer: Intake Administrator (Greeter/Screener)

This is a seasonal position (January – April). We have had an overwhleming response to our call for volunteers for 2010 Tax Season. We are unable to accept anymore volunteers for this position.

The Intake Administrator Volunteer welcomes clients to the VITA Site and prepares clients for their VITA experience.

Intake Administrator Volunteer Responsibilities:

• Provides taxpayers with intake forms to complete and help with completion of forms as necessary.
• Ensures that taxpayers have all necessary documents.
• Ensures the taxpayer qualifies for VITA assistance.
• If the site takes appointments, contacts the scheduled clients to confirm appointments.
• Manages flow of clients to tax preparers and waiting list if applicable.
• Informs clients about other services available through the Atlanta Prosperity Campaign and its partners.

Intake Administrator Volunteer Qualifications:

• Basic tax law knowledge, but does not need to know how to prepare a tax return.
• Basic training (2-4 hours) – Filing requirements, EITC/CTC basics and other administrative issues.
• Strong interpersonal and communication skills.
• Strong organization and crowd management skills.
• Good attention to detail.
   

In order to devote more time to hands-on examples during class, Tax Preparer Training has a required self-study training module to be completed PRIOR to attending the in-class training session. Please click here for more info.