Intake/Benefit Access Screener

Published: November 28, 2017
Job Type
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The Intake Coordinator provides support to the VITA site.  He/she is the first point of contact.  The intake/Benefit Access 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.


  • 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 (i.e., Forms W-2, 1099, social security cards and picture ID)
  • Have clients sign the Check-in log.
  • Provide the client with the Intake Sheet to complete and assist the client if needed
  • Perform the screening process:
  • 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
  • Set up client’s folders.
  • Maintain the confidentiality of the client information.
  • Provide general assistance to clients.
  • Assist in other administrative duties, including file maintenance and answer phone calls.


  • Good writing and communication skills
  • Knowledge of taxes and Food Stamps.
  • Must be comfortable working with diverse population
  • Knowledge of foreign languages a plus
  • Friendly, dependable and flexible.
  • Ability to complete tasks completely and accurately.
  • Must complete brief training
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