Do you have a background in finance and an interest in the social services sector? If so, United Way Centraide North East Ontario is looking for you!
Community Volunteer Income Tax Program volunteers make an impact in our community by helping to prepare income tax returns for low-income individuals and families. We are looking for detail-oriented, knowledgeable individuals to join our team and complete tax returns, ensuring vulnerable populations in our community receive the benefits and credits they are entitled to.
Tasks & Responsibilities:
• Attend all training sessions and any meetings as required
• Be aware of, understand and adhere to all relevant policies including code of conduct, confidentiality, conflict of interest, etc.
• Present a GSPS Criminal Record Check (CPIC – Level 1) prior to volunteering
• Register online as a volunteer with CRA, and apply for/renew your personal E-file number, and Rep-ID (if applicable)
• Complete, to the best of your abilities, and per operating standards, tax returns for clients using provided software and laptops, 1- 3 years Canadian tax filing experience required
• Return the completed return and other personal documents to the client, ensure client signs appropriate documents/authorizes appropriately for virtual services
• Treat clients, staff, and other volunteers with respect
• Decline any offers of monetary reward for your services (donations to UWCNEO accepted)
• Maintain an attitude that reflects positively on the CVIT Program, United Way and CRA
What We Look For:
• You have: Excellent communication and interpersonal skills, a background in finance or tax preparation (valid qualifications/accreditation i.e., CFP, CPA, RFP, CFA, PFP an asset), experience completing Canadian tax returns, data entry skills
• You are: Analytical, detail-oriented, tech-savvy (G-Suite), and take direction well
Time Commitment:
• Mandatory training & onboarding session (virtual) – 1 hour
• The CVIT Program will run through tax season (March 1-April 30), with the possibility of extension through to the end of January working remotely
• Commitment of 6 hours per week would be appreciated during peak season
Supervision:
• CVIT Volunteers will report directly to the Program Coordinator
• Position is offered both in-person & remotely
• Volunteer may work at in-person tax clinics held throughout the City and surrounding area (materials provided)
• Volunteer may work from home (own phone, computer & internet) to complete virtual appointments
• Orientation is provided by the Program Coordinator
• Tax preparation/software training is offered by CRA & other experienced CVIT volunteers
Why Volunteer with United Way?
• You’re supporting front-line, critical services in your community
• You’re gaining new knowledge, and improving your existing skills
• You’re recognized and celebrated with a special event each year
• You’re working with a great team!
