VITA Appointment Scheduler

North Texas Area United Way

Position Description

Position Title: VITA Appointment Scheduler

Status: Full time, Temporary – January – March up to 40 hours per week

Grant Funded Position: Yes

Reports to: VITA Director

Date: December 2023

General Summary:

The VITA appointment scheduler reports to the VITA Director. The position interacts with NTAUW staff and volunteers and clients of the VITA program.

The ideal candidate enjoys interacting with the public, can learn scheduling software and be organized and flexible.

Duties involve, but are not limited to:

· Receiving calls, checking messages, & coordinating appointments for volunteer tax preparers. Bilingual preferred.

· Organizing client appointments, scheduling and coordinating office visits according to volunteer and client availability.

· Managing volunteers - including planning weekly volunteer schedules, determining appointment eligibility & length, making phone calls, and/or sending texts, or emails to clients regarding their appointment or meeting times.

· Performing other duties as assigned.

Qualifications:

· High school diploma or equivalent

· Experience with scheduling or in a call center environment is helpful.

· Must pass a background check

· Commitment to excellence and to the mission of United Way

· Must be able to work independently with limited supervision

Physical Dimensions:

· Position consists of sitting for periods of time at a desk, answering the phone and working on a computer

Position Type / Expected Hours of Work:

This is a full-time temporary position. Days and hours of work will vary between the United Way office hours and the VITA office hours listed below. Hours and days are subject to change. This position may require evening or weekend work. The position is funded from January 3 through March 31.

United Way Office Hours: Monday through Friday from 8:30 a.m. to 5:00 p.m.

VITA Office Hours

Tues 11:00 a.m.-7:00 p.m.

Wed 9:00 a.m.-5:00 p.m.

Thurs 11:00 a.m.-7:00 p.m.

Fri 9:00 a.m.-5:00 p.m.

Sat 9:00 a.m.-5:00 p.m.

Compensation:

$8.00 - $10.00 per hour commensurate with experience and education

ABOUT VITA:

As a premiere provider of tax preparation services and customer service for low to moderate income families, The Volunteer Income Tax Assistance (VITA) program assists clients whose income is $64,000.00 or less in receiving the maximum tax benefits on their returns at no cost to them.

We aim to deliver the best experience for every caller, treating them as we would our own customers, and we regard our clients as family.

Our team prioritizes professionalism in every call they handle. We provide customer service training to all our employees to ensure they can deliver the highest quality of service.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel classified. The job description may be revised at any time.

North Texas Area United Way is an Equal Opportunity Employer.

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Job Types: Full-time, Seasonal, Temporary

Pay: $8.00 - $10.00 per hour

Expected hours: No more than 40 per week

Benefits:

• Flexible schedule

Compensation Package:

• Hourly pay

Work Location: In person

Salary : $8 - $10