Tax Services Intake Associate

Tax Services Intake Associate

Henry Street Settlement – Part‑time, Temporary (February 9 – May 1, 2026)

• Type:
  Part‑time, Temporary (February 9 – May 1, 2026)
• Pay: $22 an hour, non‑exempt
• Work Schedule:
  
  20 hours per week, Monday – Friday (some evenings required)

Since 1893, Henry Street has delivered the most effective, compassionate, and comprehensive services possible to residents of the Lower East Side. As a multifaceted not‑for‑profit, Henry Street provides innovative social services, arts programs, and healthcare services from 17 locations throughout the Lower East Side. Building upon its legacy for innovation and effective programming, Henry Street has grown to offer more than 50 different programs, currently making it one of the most comprehensive settlement houses in New York City, as well as one of the City’s largest social service agencies.

The tax intake associate serves as an on‑site liaison and intake associate for community members accessing tax services at 178 Broome Street, Henry Street Settlement’s Workforce Development Center. The role is customer‑facing, providing a direct connection to tax services through Campaign for Working Families (CWF) to members of the Lower East Side community. Training will be provided by CWF. Tax intake certification must be attained online.

• Sensitivity towards and ability to work patiently with diverse individuals, including but not limited to, NYCHA/Public Housing Residents, older adults, English language learners, etc.
• Service‑oriented mindset and ability to maintain confidentiality of client data
• Comfortable working with clients who have low tech/computer literacy
• Tech proficient:
  Windows, Google, databases; scanning and uploading documents;
  Salesforce & Slack a plus
• Clear, patient, and supportive verbal and written communication skills; comfortable explaining complex processes in simple language
• Bilingual strongly preferred – English/Spanish/Chinese/French

• Scheduling and managing an appointment calendar that accommodates client work schedules
• Calling clients to confirm appointments
• Receiving, meeting, and greeting members who have appointments
• Comfortably explaining the tax process patiently and supportively to people who may have never filed taxes, lack tech literacy, may be English language learners, etc.
• Collecting, photocopying, and scanning paperwork while maintaining the confidentiality of data
• Data entry, form completion support, and document upload
• Supporting clients with creating accounts online to process payments to or from the IRS (e.g., IRS account creation and the IDMe process)
• Following up with tax preparers and members once intake has been submitted to ensure timely submission to the IRS
• Printing completed tax returns for members’ signatures and uploading for final e‑filing

• Ability to work onsite in the Lower East Side
• Able to speak, read, hear, and type
• Able to file

Entry level

Part‑time

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Non‑profit Organizations