FourLeaf Federal Credit Union · 3 months ago
TEMP Vita Assistant
Bethpage, NY
Full-time
Onsite
New Grad, Entry Level
$20/hr - $20/hrFourLeaf Federal Credit Union is committed to providing the best-in-class member and employee experience. The Temporary VITA Assistant will support the VITA/TCE Program during tax season by assisting with appointment scheduling, tax preparation, and taxpayer support, while ensuring quality reviews and effective communication with taxpayers.
BankingCommunitiesFinanceFinancial ServicesInsuranceLendingMortgage
Responsibilities
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
Qualification
Required
Some college
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 and handling sensitive information securely
Benefits
Medical, dental, and vision coverage
401K plan with employer match
Reimbursement programs
Wellness programs
Annual performance-based bonus
Competitive 401k
Tuition reimbursement
Flexible work options
Volunteer opportunities
Water Cooler Chats with executive teammates
Clubs & Sports
Food truck days
Company
FourLeaf Federal Credit Union
FourLeaf Federal Credit Union is a financial institution that offers savings, insurance, and loan products to support your finances.
Founded in 1941
501-1000 employees
Funding
Current Stage
Late StageRecent News
2026-01-16
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