This position assists low and moderate income , elderly and disabled taxpayers with filing federal and state tax returns (MN, WI, and IA). The Greeter role includes:
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- Welcomes clients and checks them off on the schedule sheet - Ensures clients are helped in an appropriate order - Keeps information flowing to clients in the waiting area - Distributes intake forms and surveys to clients - May assist with re-scheduling clients as necessary - Makes notifications of missed appointments on schedule sheet - May attempt to phone clients who are late for an appointment. Training for this role consists of a four-hour training session that occurs in early January. |
