VITA Site Support Specialist

VITA Intake Specialist

United Way of Tarrant County is searching to fill several temporary/seasonal positions to work with our VITA Team (Volunteer Income Tax Assistance program). This position will be employed from approximately January 2027 through April 2027, based upon community needs and acceptable performance.

The VITA Intake Specialist is responsible for supporting the daily operations and customer service functions of an assigned VITA site. This position helps provide a welcoming and organized experience for taxpayers, assists with general site procedures and required program documentation, supports site organization and administrative activities, and assists the VITA Site Coordinator with the effective operation of the site.

Supervisory Responsibilities: None

Essential Duties and Responsibilities:

• Understanding and implementing IRS Quality Site Requirements and the Standards of Conduct at assigned site.
• Effectively presenting information and responding to questions from colleagues, clients, customers, and the general public.
• Providing the best service and experience for every taxpayer.
• Ensuring the taxpayers are provided with the appropriate information and forms.
• Assist the Site Coordinator with daily site opening, closing, and readiness activities, 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.
• Adhering to all privacy requirements per the privacy plan at the site, always using the Publication 4299 Privacy Confidentiality and Civil Rights a Public Trust to maintain confidentiality of all records and taxpayer information.
• Supporting the mission and values of United Way of Tarrant County

Essential Knowledge, Skills and Abilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Must be eligible to work in the United States (No Sponsorship)
• Excellent communications skills, both verbal and written, with strong group presentation skills
• Excellent analytical and networking skills
• Ability to work in a fast-paced environment
• High level of professionalism, discretion, and consideration working with a diverse population including volunteers and clients.
• Flexibility in work hours with ability to work occasional evenings and weekends; frequent evening and weekend hours during the United Way of Tarrant County open tax season.
• Ability to manage multiple tasks and meet deadlines effectively
• Ability to work both independently and as a strong team member is essential
• Demonstrated computer proficiency. Experience with databases as well as Word, Excel, and Power Point preferred
• Prior experience with VITA preferred
• 1-2 years of customer service experience, experience working with volunteers preferred
• Exhibit a strong customer service focus
• Ability to work with the public in a helpful and supportive manner
• Must be extremely reliable, able to meet deadlines and follow through on commitments
• Must have strong interpersonal skills with people from diverse cultures and life circumstances; ability to successfully manage differing interests and viewpoints
• Must be flexible and willing to work in a fast-paced environment
• Bilingual in Spanish (written & oral) preferred
• Office organization/management/administrative skills
• Ability to use strategic thinking and good judgment
• High degree of accuracy in all work and documentation
• Additional duties as assigned

Educational Requirements:

• High School diploma/GED; Associate degree preferred.

Additional Requirements:

• Valid Texas driver's license, minimum state insurance and reliable transportation, or ability to secure transportation, required for occasional driving between VITA sites.
• Reliable Internet access to support occasional remote work.
• Consistent communication skills; and familiarity with various client populations including low-income households and homeless members of the community.
• Candidates must also have the ability to work effectively under pressure.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Candidates must be able to pass the following IRS tests/trainings in the timeframe required:
• Volunteer Standards of Conduct Certification
• Intake/Quality Review
• Advanced Certification
• Site Coordinator Training

Personal Skills and Attributes:

• Fluency in English required; fluency in Spanish preferred and required for certain locations
• An individual with the utmost professional and personal integrity
• Personal values consistent with United Way mission

Work Hours/Environment:

• Must be available to work 9 a.m.- 3 p.m. Monday-Saturday based on individual site schedule during open tax season. During tax season, the schedule will be adjusted to accommodate evening tax season hours. Will require some evenings and weekends
• The primary work location for this position is at a UWTC office or assigned VITA location.
• Required staff meetings weekly.

About United Way of Tarrant County

United Way of Tarrant County, a nonprofit leader in North Texas, mobilizes our community to action so all can thrive. We identify critical needs, foster collaboration, and invest in solutions that drive change. Through our four impact areas education and youth opportunity, community health, financial security, and community resiliency our programs serve more than 400,000 individuals annually.

United Way of Tarrant County employs approximately 60 people dedicated to our mission. After celebrating our 100th anniversary in 2022, we remain committed to empowering Tarrant County residents for generations to come.