TEMP Vita Assistant

FourLeaf Federal Credit Union; Bethpage (NY); Hybrid; USD 23.000 - 32.000; Teilzeit

Benefits dieser Stelle

Medical, dental, and vision coverage

Life and disability insurance

Voluntary benefit programs

401(k) with employer match

Reimbursement and wellness programs

Annual performance-based bonus

Zusammenfassung

FourLeaf Federal Credit Union is seeking a Temporary VITA Assistant to support our VITA/TCE program during tax season. You will help with appointment scheduling, tax preparation, taxpayer support, and quality reviews, with both virtual and in-person engagement across Nassau, Suffolk, Queens, and New York City.

You'll complete specialized training and IRS tax law certification, prepare returns from interview notes and documents, and coordinate with intake representatives and tax preparers to

Qualifikationen

• Completion of specialized VITA/TCE training and IRS tax law certification.
• Ability to schedule appointments and assist with tax preparation.
• Willingness to travel to partner locations across Nassau, Suffolk, Queens, and New York City.

Aufgaben

• Schedule in-person or virtual appointments and document interactions.
• Provide virtual support via video appointments and verify taxpayer identities.
• Prepare tax returns using interview notes and tax documents.
• Conduct quality reviews of completed tax returns and email IRS e-file authorization forms to taxpayers.
• Support VITA teams at partner locations across Nassau, Suffolk, Queens, and NYC.

Kenntnisse

Strong communication

Organizational skills

Team player

Video conferencing

Ausbildung

Some college

Jobbeschreibung

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.

What You’ll Do

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.

Core Contributions

• 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.

Assets You Will Bring

• Some college.
• 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.

The expected salary for this role is $20 per hour.

• medical, dental, and vision coverage
• life and disability insurance
• voluntary benefit programs
• a 401(k) plan with employer match
• reimbursement and wellness programs
• an annual performance-based bonus

In addition to the salary or hourly rate listed above there may be other compensation & benefits available.

#LP

What Sets Us Apart?

In addition to our comprehensive benefits, we invest in employee connection and well‑being through:

• Competitive 401(k)
• Tuition and fitness reimbursement programs
• Flexible work options
• Volunteer opportunities
• Executive “Water Cooler Chats”
• Clubs, sports, and social events
• Food truck days

….and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well‑being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.

We are proud to be an award‑winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024‑2025, America’s Greatest Midsize Workplaces 2025, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.