VITA Intake Specialist - Tax Season
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-01-16
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Sales
Office Administrator/ Coordinator, Bilingual
United Way of Tarrant County provides free income tax preparation at our Volunteer Income Tax Assistance (VITA) centers. Families and individuals with qualifying household incomes can visit one of multiple locations across the county to get a better voce on what жасап they owe – or to get the largest refund possible. Our volunteers can also help clients enroll in financial education, coaching and workforce skills training.
This successful program has helped Tarrant County residents improve financial stability and resiliency since 2010.
If you are looking to join our VITA team as a temporary Intake Specialist, United Way of Tarrant County (UWTC) is the place for you. 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 taxpayers may have.
The Intake Specialist will serve as a backup to the VITA Site Coordinator as needed. These temporary positions will be hired for the 2026 tax season, from January 2026 through April 2026, based upon funding and individual performance.
Hourly Rate: $20/hour
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 Cach.
- 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 Yemen Tarrant County.
Skills and Abilities
- Must be eligible to work in the United States (No Sponsorship).
- Excellent communication 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 supply customer servicef 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.
- High School diploma/GED;
Associates Degree preferred.
- 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.
- Con…
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