Seasonal Intake Specialist — 2027 Tax Season

Job overview

The Seasonal Intake Specialist role is onsite in Camden, NJ, and is for the 2027 tax season beginning in January; compensation is not specified. Campaign for Working Families works to advance financial well-being and economic mobility for individuals and families. The specialist welcomes tax-service clients, checks preliminary eligibility, reviews documents for completeness, supports completion of IRS intake forms, obtains required consents, and routes clients to certified tax associates. The role helps maintain orderly client flow while protecting taxpayer privacy and ensuring intake information is accurately recorded.

What you'll do

• Welcome and check in clients
• confirm appointment or walk-in status
• apply preliminary eligibility and scope-screening questions
• verify client and appointment information
• review required documents
• support completion of IRS intake and interview forms
• identify missing information and refer tax-law questions
• confirm consents and signatures
• route clients
• maintain client status and tracking records
• follow privacy, security, and compliance procedures.

What we're looking for

Skills & competencies

seasonal intake specialist

camden nj

campaign for working families

2027 tax season

tax services

client check-in

document screening

irs intake forms

eligibility screening

client flow

taxpayer privacy

seasonal

Work arrangement

• Weekend coverage required

Why this role

The position is specifically for the 2027 tax season beginning in January; it does not determine tax law or prepare returns unless separately trained, certified, and assigned.

About the employer

Campaign For Working Families Inc is hiring for this role. Industry: Tax Preparation Services. Sector: 54.