Volunteer: Intake Administrator (Greeter/Screener)

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, Intake Administrator Training has a required self-study training module to be completed PRIOR to attending the in-class training session.  Click HERE