#IND123

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