What are the responsibilities and job description for the Intake Specialist position at TFB Services?
Overview
We are seeking a detail-oriented and compassionate Intake Specialist to join our Tax team. The ideal candidate will be responsible for managing Client intake processes, verifying identity and income information, and ensuring accurate documentation within electronic Tax software systems. This role is vital in providing exceptional client Tax services. Prior experience with Tax systems, and intake specialist coding, and customer service is highly valued, along with proficiency in various Tax software systems. Bilingual skills are a plus to effectively serve diverse client needs. The Intake Specialist plays a crucial role in maintaining protection of personal information ensuring smooth communication with clients.
Responsibilities
- Greet clients professionally and assist with check-in at the front desk
- Verify documents such as SSN, Birth certificates. wages and income accurately
- Review and update client records.
- Collect and document client information related to Tax history
- Assist with appointment scheduling using office management software
- Ensure compliance with PPI regulations during all client interactions and documentation review
- Facilitate communication between clients and staff regarding Tax documentation inquiries or appointment needs
- Manage multi-line phone systems with professional phone etiquette and efficient call handling
- Maintain organized filing of medical records and documentation in accordance with office policies
- Provide administrative support such as data entry, typing reports, and managing office correspondence
Skills
- Proficiency in Microsoft Office Suite (Word, Excel) and basic computer skills for documentation review and data entry
- Excellent patient service skills combined with professional phone etiquette and clerical support experience
- Ability to handle verification processes efficiently; knowledge of Tax software and PPI procedures is advantageous
- Bilingual abilities to serve diverse client populations effectively are preferred
- Strong organizational skills with attention to detail in documentation review and office management tasks
- Prior tax or intake specialist office experience including front desk or administrative support roles is highly desirable
This position offers an opportunity to work in a dynamic Tax professional environment where your organizational skills will directly contribute to quality client care. This position is a NO PHONE zone due to maintaining PPI
Pay: $13.00 - $15.00 per hour
Expected hours: 20.0 – 40.0 per week
Benefits:
- Free parking
- Happy hour
- On-the-job training
- Paid orientation
- Referral program
Work Location: In person
Salary : $13 - $15