Seasonal Intake Specialist — 2027 Tax Season

Job overview

The Seasonal Intake Specialist role is onsite in Elmhurst, New York, for the 2027 tax season beginning in January. Compensation is not specified. Campaign for Working Families works to support the financial well-being and economic mobility of individuals and families. As the first point of contact for tax-service clients, the specialist welcomes and checks in clients, screens documents for completeness, supports intake forms and consent collection, and routes clients to appropriately certified tax associates. The role protects client privacy and supports orderly, accurate service delivery without making tax-law determinations.

What you'll do

• Welcome and check in clients
• confirm appointments and preliminary service eligibility
• enter or verify client information
• review required documents using approved checklists
• support completion of IRS intake and interview forms
• identify missing information and route tax-law questions to certified staff
• obtain required consents
• maintain client flow and status records
• follow privacy, security, and compliance procedures
• provide administrative and site support.

What we're looking for

Skills & competencies

seasonal intake specialist

2027 tax season

tax services

client check-in

document screening

elmhurst ny

campaign for working families

client privacy

irs intake forms

client routing

tax site support

seasonal role

Work arrangement

• Weekend coverage required

Why this role

Position is for the 2027 tax season beginning in January; the role does not prepare or quality-review tax returns unless separately trained, certified, and assigned.

About the employer

Campaign For Working Families Inc is hiring for this role. Industry: Other Social Advocacy Organizations. Sector: 81.