Volunteer Job Description

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

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

Department: Financial Empowerment

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

Reports to: Tax Time Savings Facilitator

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 an 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

Skills, Experience, 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 (Momentum will reimburse the cost of obtaining this 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

NOTE: This volunteer job description is not intended to be all-inclusive. Volunteers may perform other related duties as negotiated to meet the ongoing needs of the organization.