Job Purpose: Greet clients with respect and courtesy. Screen client information for eligibility and needed documents on a first come first served basis. Survey clients to determine the type of assistance needed and what tax forms that will be required to complete their tax forms. Ensure that clients complete a Client Intake/Interview Sheet and assist in completion if needed. Monitor site traffic to ensure that sufficient time is allowed for each signed-in taxpayer to receive assistance. Maintain confidentiality of client information. Report any problems that arise to the Site Coordinator.
Essential Duties: include the following. Other duties may be assigned.

Greet clients with respect and courtesy.
Develop a log to sign in clients needing assistance.
Photocopy pertinent information/documents needed for tax return preparation.
Screen client information for eligibility and needed documents on a first come first served basis.
Survey clients to determine the type of assistance needed and what tax forms that will be required to complete their tax forms.
Ensure that clients complete a Client Intake/Interview Sheet and assist in completion if needed.
Sign in taxpayers and indicate the level of complexity based on income level and support documentation.
Monitor site traffic to ensure that sufficient time is allowed for each signed-in taxpayer to receive assistance.
Refer clients with complex returns to a tax practitioner, but not a specific person or firm.
Maintain confidentiality of client information.
Retrieve data from a computer.
Report any problems that arise to the Site Coordinator.
Refer clients to other services being provided at the site.