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About the Role
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.
Responsibilities
- Communicate with taxpayers to assess their needs and determine the appropriate type of assistance, scheduling them for in-person or virtual appointments.
- Document key details from each interaction to support intake representatives and tax preparers.
- Provide virtual support to taxpayers through scheduled video appointments, verifying identities and ensuring necessary documents are ready.
- Maintain a continuous video connection throughout virtual sessions to facilitate tax return completion.
- Prepare tax returns using interview notes, IRS forms, and supporting tax documents.
- Follow up with taxpayers to collect any missing information required for tax return completion.
- Conduct quality reviews of completed tax returns.
- Email IRS e-file authorization forms to taxpayers and secure electronic signatures to complete the filing process.
- Support Mobile and Traditional VITA teams in delivering in-person VITA/TCE services at designated partner locations.
- Assist with setup, client intake, and tax preparation activities at each site as needed.
Requirements
- Some college education.
- 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.
- Ability to handle sensitive information securely.
Skills
- Communication
- Organizational skills
- Video conferencing tools
- Handling sensitive information securely
Location
- Nassau
- Suffolk
- Queens
- New York City
Work Type
- Temporary
- Virtual
- In-person
Experience Level
- Temporary
Education Level
- Some college
Salary/Compensations
- $20 per hour
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Life insurance
- Disability insurance
- Voluntary benefit programs
- 401(k) plan with employer match
- Reimbursement programs
- Wellness programs
- Annual performance-based bonus
- Competitive 401(k)
- Tuition reimbursement programs
- Fitness reimbursement programs
- Flexible work options
- Volunteer opportunities
- Executive “Water Cooler Chats”
- Clubs, sports, and social events
- Food truck days
About the Company
- FourLeaf Federal Credit Union has been committed to the financial well-being of its members for over 80 years.
- Offers a full range of competitive savings and loan products.
- Vision is to enrich the lives of its members, employees, and communities.
- Integral community partner through charitable giving and community development programs since 2002.
- Award-winning place to work, recognized as Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.
Equal Opportunity
- FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.