Log in with
Opportunity Details
Capital One Bank (VITA) - Intake Staff
The Site Intake provides support to the VITA site. He/she is the first point of contact. The intake performs the initial screening of all clients to determine the assistance needed and assure that the client have all documentation needed and/or whether we can prepare the tax return and to assure if the clients may be eligible for other benefits such as Food Stamps and others. Duties: • In coordination with the site staff, greet customers to create a pleasant atmosphere • Identify and determine if clients are eligible to receive our services • Determine that the client has all of the necessary information to complete the return • Have clients sign the Check-in log and/or assist people in line with making appointments for later dates for tax preparation as needed. • Provide the client with the Intake Sheet to complete and assist the client if needed • Determine the type of assistance needed by the client and direct clients to tax preparers and to other services provided at site according to the client needs. • Monitor Site customer traffic and coordinate with the site manager to insure that there is sufficient time to serve the client • Maintain the confidentiality of the client information. • Provide general assistance to clients. • Assist in other administrative duties, including file maintenance answer phone calls and provide support on tracking daily outcomes for tax preparation by staff and volunteers.
Other
Families, Homeless, Immigrants, Refugees or Ethnic Groups, LGBT (Lesbian, Gay,Bisexual,Transgender), Low-income communities, Military/Veterans, People with Disabilities, People with Health-based Concerns
Administrative Support/Clerical,Caring for People,Hotline/Information Center Support
Age Minimum (with Adult): 18+, Minimum Age:18+
Log in or Register
In order to register for this opportunity you must log in to an existing account or register to create a new account.
Sign Up
Sign up with a team
This link allows you to participate in this opportunity with a team. A team can be a family team, corporate team, or any kind of organized group. When you click on the link you will have the option to:
- Choose an existing team you're already a member or captain of, or
- Create a new team to sign up.
Signup Questions
Please respond to the following questions in order to signup for this opportunity:
Common Messages
CONTACT
Food Bank For New York City, 39 Broadway, 10th Floor | New York, NY | 10006
General Inquiries: volunteer@foodbanknyc.org
Phone: 212.566.7855 Dial 5
