Tax Scheduler Job Clearwater area,Florida USA,Administrative/Clerical

Tax Season Scheduler

Location:

Clearwater, FL 33760 - This position is onsite

Pay: $18.00

Hours:

(3) FT Scheduler 8:30 AM - 5:00 PM

Type:
Contract, January 2026 to April 2026

Hiregy benefits available during the contract period: (Use the "Apply for this Job" box below)./1xdi
42

Hiregy associate perks: /gc4ml9

Job duties:

Client Outreach & Appointment Scheduling:
Proactively call and email clients to schedule tax assistance appointments, ensuring timely and effective communication.

Coordination with Tax Team:
Collaborate with tax professionals to align client appointments with staff availability and program requirements.

Eligibility Screening & Documentation Review:
Assess client eligibility for tax services, review required documentation, and determine readiness for filing.

Data Entry & Record Management:
Accurately collect and input client information into call record and scheduling software, maintaining data integrity.

Confidentiality & Administrative Support:
Uphold client confidentiality and provide general administrative support as assigned.

Nice to have:

Any prior tax experience a plus
Bachelor's degree
Associate's degree
Health and human services background

Requirements:

MUST have 2+ years of customer service experience working in an office environment.
Must have excellent written and verbal communication skills
Must have basic math skills
High school diploma or equivalent required
Level II background check required
Drug screening required
References required

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