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Greeter/Intake Job Description
This is a seasonal position (January - April)
The Greeter/Intake volunteer is the first person the client sees when they walk into the VITA site.
Responsibilities:
• Welcomes clients to the VITA site.
• Provides taxpayers with intake forms to complete and help with
completion of forms as necessary.
• Ensures that taxpayers have all necessary documents.
• Ensures the taxpayer qualifies for VITA assistance.
• If the site takes appointments, contacts the scheduled clients to confirm
appointments.
• Make copies of original documents (SS cards, W2's etc.) as needed.
Qualifications:
• Be at least 17 years of age.
• Must complete and pass IRS "Basic" level training and certification test
(approx 8 hours)
• Strong interpersonal and communication skills.
• Strong organization and crowd management skills.
• Excellent attention to detail.
• Ability to volunteer a minimum of 16 hours during the tax season
(January 17 - April 17)