VITA Tax Scheduler

United Way of Lancaster PA is looking for a Tax Appointment Scheduler for our VITA program for tax season. This position is temporary for tax season 40 hours a week for 16 weeks starting January 2nd. This position is a seasonal position starting 1/2027 and lasting for 16 weeks, at 40 hours a week. Hourly rate is $20.00/hr.

Responsibilities

Answer phone calls regarding our VITA tax program; Manage online scheduling system; Create, update, and maintain daily, weekly, and seasonal schedules for VITA; Analyze call patterns, volumes, and trends to predict staffing needs and adjust schedules accordingly; Work with VITA tax manager and site coordinators to ensure appointment schedules are up to date; Maximize schedule to ensure productivity; Collaborate with VITA Manager and Tax Assistants regarding availability, time-off and hours of operation; Maintain records of schedule changes

Requirements

English; Spanish; High school diploma or GED equivalent required; 1 - 2 years of experience; Familiarity with various office equipment, Microsoft office 365, accounting/tax software platforms such as QuickBooks, Sage, Xero or similar tools; Excellent customer service skills required; Valid Driver's License is required; Ability to lift and move up to 50 lbs.

Nice to have

Bi-lingual a preferred; Experience with financial software is a plus