The Virtual Intake Specialist coordinates the intake process for virtual tax services, including verifying eligibility, reviewing documents for completeness, and managing client communication. They ensure accurate record-keeping and route completed cases to certified Tax Associates while maintaining IRS privacy and security standards.
The Virtual Tax Site Coordinator leads the daily operations of the virtual tax preparation program, ensuring efficient, compliant, and client-centered service delivery. They manage workflow queues, supervise staff and volunteers, and maintain production standards while ensuring adherence to IRS and organizational requirements.
