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Tax Scheduler

Tax Scheduler

HiregyClearwater, FL, United States
7 hours ago
Job type
  • Full-time
Job description

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
  • 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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    Scheduler • Clearwater, FL, United States