What are the responsibilities and job description for the Intake/Administrative Support position at The Campaign Against Hunger?
Job Summary
The Intake / Administrative Support role provides front-line administrative and client intake assistance during the tax season. This position supports the tax preparation team by collecting client information, organizing documents, scheduling appointments, and ensuring accurate data entry. The ideal candidate is detail-oriented, professional, and able to manage a fast-paced, high-volume environment.
Responsibilities
Required Qualifications
The Intake / Administrative Support role provides front-line administrative and client intake assistance during the tax season. This position supports the tax preparation team by collecting client information, organizing documents, scheduling appointments, and ensuring accurate data entry. The ideal candidate is detail-oriented, professional, and able to manage a fast-paced, high-volume environment.
Responsibilities
- Greet clients in person, by phone, and electronically in a professional and courteous manner
- Conduct client intake by collecting required personal, financial, and taxrelated documents
- Verify completeness and accuracy of intake forms and supporting documentation
- Enter client data into tax preparation systems and internal databases
- Scan, upload, and organize documents in accordance with confidentiality requirements
- Schedule and confirm client appointments
- Respond to basic client inquiries and route complex questions to tax preparers
- Maintain organized physical and electronic filing systems
- Assist with outgoing correspondence, followups, and document requests
- Support general administrative tasks as needed during peak season
Required Qualifications
- High school diploma or equivalent
- Strong attention to detail and accuracy
- Excellent organizational and timemanagement skills
- Professional communication skills (verbal and written)
- Ability to handle confidential and sensitive information
- Proficiency with basic computer applications (email, data entry, scanning)
- Prior administrative or intake experience
- Experience in a tax office, accounting firm, or financial services environment
- Familiarity with tax season workflows and deadlines
- Bilingual (English/Spanish) preferred but not required
- Fastpaced, highvolume office environment during tax season
- May require extended hours, evenings, or weekends as needed
- Position ends at the conclusion of the tax season