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  • Employment Opportunity

     

    Position Name: Client Success Coordinator

    Classification: Part-Time, Seasonal

    Pay Range: $22.00 to $24.00 per hour

    Reports to: Senior Operations Manager


    Position Overview:

    The Client Success Coordinator assists the Senior Operations Manager with the day to day programmatic operations of SCT’s Call Center and Triage Support Operations. This position also assists in the implementation of the IRS Volunteer Income Tax Assistance Program. The Client Success Coordinator assists customers and/or volunteers with tax filing guidance, scheduling appointments, and providing assistance with other inquiries. Additionally, this position provides general support in all triage operations through SCT’s virtual tax preparation offerings. 

    Primary Duties and Responsibilities:

    • Assists the Senior Operations Manager with the operation of SCT’s Call Center and other related services.
    • Assist in the operation of the IRS Volunteer Income Tax Assistance (VITA) Program.
    • Provide customers and/or volunteers with tax filing guidance and answers tax law questions.
    • Answer phone calls, respond to requests and other related inquiries as part of the Call Center.
    • Set up appointments, as needed, at local VITA sites through the online appointment system.
    • Communicates and provides client support through the GetYourRefund Case Management platform.
    • Capture vital customer tax and demographics in the Salesforce system.
      Provide general assistance to all tax preparers through Slack.
    • Other duties as assigned by the Senior Operations Manager and/or Executive Director.

     Qualifications:

    • Associate Degree in Business, Accounting, or other related field preferred. Experience may be substituted in lieu of degree.
    • Valid Driver's License with reliable transportation and valid insurance required.
    • IRS Tax Certifications in Advanced and Site Coordinator Required. (Training to be provided by SimplifyCT).

  • Application for Employment

    SimplifyCT is an equal opportunity employer. We do not discriminate in employment on any basis prohibited by law. We consider applicants for all positions without regard to race, color, religion, gender, national origin/ancestry, age, disability, marital status, sexual orientation, gender identity/expression, or any other legally protected status. We are committed to providing equal opportunity in compliance with all applicable laws.
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      This application for employment will remain active for thirty (30) days. After that time has passed, you must reapply for further consideration.

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