Intake Specialist
Key Responsibilities:
- Client Registration: Welcome clients to the VITA center and assist them with the initial intake process.
- Intake Forms: Ensure clients complete all required forms accurately. Ensure all questions have an answer and signatures have been obtained.
- Verification of Identification: Verify clients' identities and confirm that they meet the eligibility criteria for VITA services.
- Scope of Service: Ensure tax return is within scope of VITA
- Proper Documentation: Ensure client has all proper tax documents needed to prepare the return.
