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2025 VITA Intake Specialist

Job Title
2025 VITA Intake Specialist
Job ID
27741874
Location
Fort Worth, TX, 76107 
Other Location
Description

The VITA Intake Specialist is responsible for greeting and screening all taxpayers at assigned VITA site to ensure that they have the necessary information and documentation required to complete their tax returns. Intake Specialists also explain the VITA packet to each taxpayer, assist in completing the forms, and answer any tax-related questions within scope of the VITA Program the taxpayers may have. The Intake Specialist will serve as a back up to the VITA Site Coordinator as needed. These positions will be hired for the 2025 tax season, from January 2025 through April 2025, based upon funding and individual performance.

Supervisory Responsibilities: None

Essential Duties and Responsibilities:

  • Understanding and implementing IRS Quality Site Requirements at assigned site.

  • Effectively presenting information and responding to questions from colleagues, clients, customers, and the general public.

  • Maintaining a welcoming and well-organized site.

  • Providing the best service and experience for every taxpayer.

  • Ensuring the taxpayers are provided the appropriate information and forms.

  • Thoroughly screening to ensure qualifying taxpayers have the necessary documents.

  • Ensuring each VITA client completes the required form 13614-C.

  • 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
  • High energy level and ability to work both independently and as a strong team member are 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; Associates Degree preferred.


Additional Requirements:

  • Valid Texas driver’s license, minimum state insurance and reliable 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

    • 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 approximately 20-30 hours per week. Standard hours may be between 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, weekends. Specific site hours will be communicated prior to tax season. 

  • 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 brings people together to build strong communities where everyone thrives. As a nonprofit leader, we help communities tackle tough challenges and work with private, public and nonprofit partners to boost education, financial stability and health resources. We also serve as the regional grantee for Tarrant County’s Area Agency on Aging (AAA), invest in and maintain a cooperative relationship with the state’s 2-1-1 call center and provide support to local veterans, active military personnel and their families through our partnership with the Texas Veterans Network.

United Way of Tarrant County and AAA employ approximately 80 people dedicated to our mission. We celebrated our 100th anniversary in 2022 and are ready to serve Tarrant County for years to come.
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