Scheduler & Office Assistant

Description

Job Responsibilities:

• Oversees and manages the scheduling process for free tax preparation at multiple sites
  • Answers phones and emails, schedules and confirms appointments, and inputs client data into scheduling and tax prep systems.
• Organizes workflow and appointment by reading and routing correspondence, collecting client information, and managing assignments.
• Provides support to departments as needed.
• Completes requests by greeting clients, in person or on the telephone, and answering or referring inquiries.
• Maintains client confidence and protects operations by keeping information confidential.
• Interacts with community members to promote the tax prep program.

Skills Required

Scheduler Qualifications/Skills:

• Scheduling
• Administrative writing skills
• Professionalism, confidentiality, and organization
• Travel logistics
• Verbal communication
• Microsoft Office skills
• Adept at learning new software
• Customer service experience a plus.

Work Schedule

Part-time, 20-30 hours per week, flexible schedule, as agreed to with manager.  Flexibility to work some weekends would be ideal.

There is a possibility that this position could grow into a full-time position with benefits in 2023, it can also stay part-time if the candidate prefers.   

Additional Info

Education, Experience, and Licensing Requirements:

• High school diploma, GED, or equivalent
• University/college degree is an asset.
• Previous administrative experience preferred. 
• Familiarity with tax preparation or accounting would be a plus.
• VITA certification is a plus 

Other

• Must have a valid driver’s license and transportation
• Flexible work environment
• Opportunity for growth
• Mileage reimbursed