What are the responsibilities and job description for the Bilingual Client Liaison - (Temporary/Seasonal) - Neighborhood Tax Centers (2893) position at BAKERRIPLEY?
BakerRipley Neighborhood Tax Centers (NTC) is the largest Volunteer Income Tax Assistance (VITA) program in the nation. Our mission is to promote financial stability in underserved communities by providing free, high-quality tax preparation services and connecting families to essential resources. Each year, NTC prepares over 36,000 tax returns for low-income families at more than 20 locations in high-need neighborhoods throughout the Greater Houston Area. We are seeking candidates who share our passion for helping others and thrive in a fast-paced, team-oriented environment.
Qualifications:Job Summary:
Our team of Client Liaisons plays a vital role in providing over-the-phone assistance to taxpayers and ensuring tax returns are processed promptly and accurately in coordination with IRS guidelines. The Client Liaison is responsible for answering inbound and outbound calls, researching and resolving tax return issues, and assisting with timely transmissions of tax returns to the IRS.
Essential Functions:
- Calls Neighborhood Tax Center clients whose tax returns are missing information or have been rejected by the IRS and obtains additional information from the client necessary to fix the return
- Sends letters to clients who cannot be reached by phone
- Answers call and respond to client inquiries
- Makes corrections not requiring phone calls
- Assists the Electronic Return Originator (ERO) in pulling Acceptance and Rejection reports from the IRS e-file system
- Assists the ERO with the transmission of e-files to the IRS e-file system
- Provide assistance at tax centers and perform administrative duties as required.
Bilingual in English and Spanish is required
All candidates selected must pass the Advanced IRS Certification and complete the Client Liaison training provided by Neighborhood Tax Centers.