TEMP Vita Assistant

It Starts With Our Employees

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.
• 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.
  
  

The expected salary for this role is $20 per hour. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.)

What Sets Us Apart?

Along with a comprehensive benefit package, we offer:

• Competitive 401k
• Tuition reimbursement
• Flexible work options
• Volunteer opportunities
• Water Cooler Chats with executive teammates
• Clubs & Sports
• 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, Quantum Workplace Employee Voice Award 2024, 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.