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