TEMP Vita Assistant

FourLeaf Federal Credit Union•Town of Oyster Bay, NY

1d•Hybrid

About The Position

The Temporary VITA Assistant will support the FourLeaf VITA/TCE Program during tax season by assisting with appointment scheduling, tax preparation, taxpayer support, and quality review. This role involves both virtual and in-person engagement and requires completion of specialized training and IRS tax law certification.

Requirements

Some college.
VITA volunteer experience.
IRS VITA Certification.
Willingness to travel to various partner locations as needed.
Strong communication and organizational skills.
Ability to work independently and as part of a team.
Comfortable using video conferencing tools and handling sensitive information securely.

Responsibilities

Communicate with taxpayers to assess their needs and determine the appropriate type of assistance. Schedule them for in-person or virtual appointments accordingly. Document key details from each interaction to support intake representatives and tax preparers. Follow-up calls may be necessary until the taxpayer is successfully scheduled or referred to an AFM VITA/TCE partner for further support.
Provide virtual support to taxpayers through scheduled video appointments. Responsibilities include verifying taxpayer identities, ensuring they have all necessary documents ready for upload, and maintaining a continuous video connection throughout the session to facilitate the completion of their tax returns.
Prepare tax returns using interview notes, IRS forms, and supporting tax documents. Ensure all necessary materials are available to complete each return accurately. If any information is missing, follow up with taxpayers to collect the required details.
Conduct quality reviews of completed tax returns and schedule taxpayers for video appointments to finalize the process. During these sessions, maintain a continuous video connection, verify return accuracy, and email IRS e-file authorization forms to taxpayers. Secure their electronic signatures to complete the filing process.
Support the Mobile and Traditional VITA teams in delivering in-person VITA/TCE services at designated partner locations across Nassau, Suffolk, Queens, and New York City. Assist with setup, client intake, and tax preparation activities as needed to ensure smooth operations at each site.