Volunteer - Financial Empowerment Taxation and Benefits Filer

Job Title: Financial Empowerment Taxation and Benefits Filer (Volunteer)

Length of Term: 6 months to 1 year with potential of extension to allow for consistency of service

Department: Financial Empowerment

Time Commitment: minimum 3 hours per week (more is appreciated)

Time of Day: Flexible volunteer schedule, weekdays (morning, afternoon and/or evenings)

Purpose of the Position:

The Financial Empowerment Taxation and Benefits Filer volunteer role will support the Financial Empowerment department in completing simple taxes on behalf of participants.

Impact of this Role

• You’ll directly impact people living on lower incomes by providing them with an immediate income boost and access to their entitled benefits and credits.
• Your support will allow participants to attain temporary financial stability, making a significant impact on individuals who are living paycheque to paycheque.
• Your tax clinic will motivate participants to access future Financial Empowerment interventions so they can leverage this income to build long-term assets and financial stability (facilitated by Momentum’s programs and partner organizations).

Duties/Responsibilities

• Preparing tax returns for eligible individuals
• Completing anonymous tracking sheet
• Participating in tax volunteer training (training will be provided, if required)
• Available for a minimum of 3 hours a week (morning, afternoon and evening shifts)
• Momentum provides year-round tax clinics – preference is given to those who can volunteer year-round
• Can deliver tax filing live in-person or live remotely from home

Skills, Experience, and Qualifications

• Must be willing to register with CRA as a CVITP Volunteer, apply for Represent a Client ID and an E-Number
• Comfortable working alone with participants. Staff will be on-site for support
• Clear Criminal Record Check
• Accuracy and attention to detail
• Have a basic understanding of how to prepare a tax return
• Be comfortable with inputting data and use of computers.
• Have a genuine interest in supporting people in your community
• Previous experience working with multicultural and/or highly barriered participants
• Be compliant with CVITP policies and procedures and be willing to affiliate with a community organization
• Fluent in written English (a second language is an asset)
• An asset would be filing taxes for sole proprietors

Supervision and Training:

• Reports directly to the Tax Time Savings Facilitator.
• All training will be provided and arranged by Momentum.
• All tax software provided.

Benefits

• Flexible schedule
• Impact individuals and families living on low incomes in our community
• Letter of volunteer hours/and or reference
• Continued volunteer opportunities in the Momentum community
• Meet new people
• Participate in Momentum events

Orientation, Training & Support

• Orientations led by Momentum staff
• Volunteer Handbook and organization documents
• Momentum staff is available for additional support