VITA Intake Specialist

United Way of Tarrant County•Fort Worth, TX

2d•Onsite

About The Position

United Way of Tarrant County is hiring several temporary, seasonal VITA Intake Specialists to support its Volunteer Income Tax Assistance program. Employment is expected to run approximately January 2027 through April 2027, depending on community needs and acceptable performance. The role supports daily operations and customer service at an assigned VITA site, helping provide taxpayers with a welcoming and organized experience. It assists with site procedures, program documentation, administration, and the effective operation of the site in coordination with the VITA Site Coordinator. There are no supervisory responsibilities. The primary work location is a United Way of Tarrant County office or an assigned VITA location. Staff must be available from 9 a.m. to 3 p.m. Monday through Saturday according to the site schedule during tax season; schedules may be adjusted for evening tax-season hours. Some evenings and weekends are required, and weekly staff meetings are required. Occasional remote work may be supported by reliable internet access, and the role may require occasional driving between VITA sites. Candidates must be eligible to work in the United States without sponsorship, have a high school diploma or GED, and hold a valid Texas driver’s license with minimum state insurance and reliable transportation, or be able to secure transportation. The position requires passing specified IRS tests and trainings within the required timeframe. An associate degree, VITA experience, volunteer experience, database and office software proficiency, and Spanish fluency are preferred; Spanish fluency is required at certain locations.

Requirements

Must be eligible to work in the United States; sponsorship is not available.
High school diploma or GED.
Valid Texas driver’s license, minimum state insurance, and reliable transportation, or ability to secure transportation, for occasional travel between VITA sites.
Reliable internet access to support occasional remote work.
Fluent in English.
Excellent written and verbal communication skills, including group presentation skills.
Excellent analytical and networking skills.
Ability to work in a fast-paced environment and effectively under pressure.
Professionalism, discretion, integrity, and consideration when working with diverse clients and volunteers.
Ability to manage multiple tasks, meet deadlines, and follow through on commitments.
Ability to work independently and as part of a team.
Demonstrated computer proficiency.
Strong customer service focus and ability to support members of the public.
Strong interpersonal skills with people from diverse cultures and life circumstances, including the ability to manage differing interests and viewpoints.
Office organization, management, and administrative skills.
Ability to use strategic thinking and good judgment, with a high degree of accuracy in work and documentation.
Ability to perform basic arithmetic using whole numbers, common fractions, and decimals.
Flexibility in work hours, including occasional evenings and weekends and frequent evening and weekend hours during open tax season.
Availability to work 9 a.m. to 3 p.m. Monday through Saturday based on site schedules during open tax season, with schedule adjustments for evening hours.
Attendance at required weekly staff meetings.
Ability to pass the Volunteer Standards of Conduct Certification, Intake/Quality Review, Advanced Certification, and Site Coordinator Training within the required timeframe.
Personal values consistent with the United Way mission.

Nice To Haves

Associate degree.
Prior VITA experience.
Experience working with volunteers.
Experience with databases, Word, Excel, and PowerPoint.
Spanish fluency, written and oral; required at certain locations.
Experience or familiarity with client populations including low-income households and people experiencing homelessness.

Responsibilities

Understand and implement IRS Quality Site Requirements and Standards of Conduct at the assigned site.
Present information effectively and respond to questions from colleagues, clients, customers, and the public.
Provide a welcoming, high-quality service experience for every taxpayer.
Ensure taxpayers receive appropriate information and forms.
Assist the Site Coordinator with daily site opening, closing, and readiness, including work areas, supplies, equipment, and materials.
Maintain accurate site records, logs, checklists, and required administrative documentation.
Provide administrative and operational support to the Site Coordinator and assist volunteers with general site procedures and non-tax-related questions.
Follow site privacy requirements and use IRS Publication 4299 to maintain the confidentiality of records and taxpayer information.
Support the mission and values of United Way of Tarrant County.
Perform additional duties as assigned.