Tax Program Intake & Admin Support – Cadillac (Finance)
Purpose: To support free tax preparation service for the underserved in NMCAAs communities through providing intake, scheduling, call backs and general support to Tax Program in the Cadillac Office. Essential functions: Receptionist for tax program in Cadillac officeSchedule tax appointments using Salesforce or other softwareAssist customers with pre-tax packetsPrepare customer mailingsProvide reminder calls to customersBack-up to Tax Scheduler and Cadillac Front Desk as neededOther duties as requested Position Objectives: To greet customers and schedule appointments. Work with Tax Program Staff to provide efficient and friendly service in seasonal tax preparation program. To represent NMCAA in a professional, supportive, and knowledgeable manner.