Intake Specialist

TaxLinq is hiring Intake Specialists / Marketing Support staff to work inside busy check cashing stores and in the immediate neighborhood.

You will:

• Greet customers,
• Help them complete simple intake forms,
• Connect them with a tax preparer, and
• Distribute flyers and door hangers in-store and around assigned nearby businesses and apartment complexes, with photo proof via our app.

PTIN holders may have the opportunity to grow into a tax preparer position.

Responsibilities

• Greet customers entering the store and let them know taxes are done here
• Explain our tax service and help customers fill out basic intake forms (paper or online)
• Collect and organize required documents (IDs, W-2s, 1099s, etc.)
• Connect clients with a remote tax preparer (video/online) or in-person preparer
• Receive flyers and door hangers from the manager and:
• Distribute inside the store
• Walk to assigned nearby businesses and apartment complexes to place flyers/door hangers (where allowed)
• Use our mobile app to take photos as proof of distribution and log locations
• Keep the intake/marketing area clean, organized, and stocked

Requirements

• Friendly, outgoing, and comfortable talking to strangers
• Able to stand, walk, and go door-to-door / business-to-business for part of your shift
• Basic smartphone and app skills (for photos and check-ins)
• Professional appearance and reliable attendance
• Bilingual (English/Spanish or English/Creole) is a plus, not required
• PTIN holders may be considered for tax preparer work or advancement

WE ARE SOCIAL @MYTAXLINQ OR TEXT 321-234-3871

Job Types: Part-time, Seasonal, Contract

Pay: $14.00 - $22.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• Flexible schedule
• Professional development assistance
• Referral program

Work Location: In person

Salary : $14 - $22