Tax Scheduler

4 days ago

Clearwater, FL, United States Hiregy Full time

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: https://rb.gy/1xdi42
Hiregy associate perks: https://rb.gy/gc4ml9

Job duties:

  1. Client Outreach & Appointment Scheduling: Proactively call and email clients to schedule tax assistance appointments, ensuring timely and effective communication.
  2. Coordination with Tax Team: Collaborate with tax professionals to align client appointments with staff availability and program requirements.
  3. Eligibility Screening & Documentation Review: Assess client eligibility for tax services, review required documentation, and determine readiness for filing.
  4. Data Entry & Record Management: Accurately collect and input client information into call record and scheduling software, maintaining data integrity.
  5. 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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