CVITP Tax Preparer

Organization Details
Organization Name: Community Financial Counselling Services
Address: 516-294 Portage Avenue
Winnipeg MB  R3C 0B9
Organizational Description: Community Financial Counselling Services (CFCS) is a community based non-profit, charitable organization with more than 45 years of experience helping to meet the complex and often unique needs of individuals and families in Manitoba who are experiencing financial challenges.

The Community Volunteer Income Tax Program prepares Income tax returns and access to benefits, without charge, for low-income individuals and families.
Volunteer Opportunity Details
Description of Duties: We offer an exciting, challenging, and highly rewarding volunteer opportunity, preparing income tax returns for individuals with low income and simple tax situations in collegial and supportive environments.

Community Financial Counselling Services, in partnership with Canada Revenue Agency, operates free Community Volunteer Income Tax Program (CVITP) tax clinics for individuals with low to modest incomes. Volunteers interview clients, prepare their tax returns and determine eligibility for additional benefits to which they may be entitled. We provide all of the training necessary to volunteer with us in these roles through extensive interactive online training sessions, as well as on-the-job mentoring and resources.

While volunteering with us, our priority is your health and safety, and that of our clients. All Public Health safety measures and recommendations will be taken while you are volunteering on-location with other volunteers, support staff, and the general public. If in-person service must be reduced or closed due to the COVID-19 pandemic, service will move to a virtual platform, while striving to continue fostering the team spirit and sense of community that this program has become known for.
Skills Required: - Volunteers work with people from diverse cultural, ethnic, and socioeconomic backgrounds, including recent immigrants, refugees, and those who are experiencing crisis. High levels of respect and empathy are required.
- Strong conversation and interview skills are required.
- Basic to moderate computer skills and technology comfort level are required (internet usage, tax software, virtual communication methods).
- Experience preparing tax returns is an asset, but is not mandatory.

Other Requirements:
- must be 18 or older
- must have a valid Canadian Social Insurance Number
- must qualify for an EFile license (requirements include: have filed at least one Canadian tax return, and be in good standing with CRA)
- must qualify for RepID and be able to provide CFCS with a clear Police Information Check
- must speak fluent English (and French at select locations)
- must be able to attend and complete with proof of sufficient knowledge all required training courses through CFCS
- full vaccination for COVID-19 is strongly encouraged, but at this time is not required for volunteers however the policy may change to require full vaccination. However, volunteers are required to disclose their vaccination status to the Tax Program Coordinator prior to beginning to volunteer
Skills Gained/Related Careers: Volunteers will gain the skills necessary to file simple Canadian personal income tax returns and assess clients for MB and Federal benefit programs through extensive virtual training and hands-on experience. Volunteers who successfully complete the training will receive a certificate of completion. Additionally, they will gain valuable experience in interpersonal relations and customer service.

Many of our volunteers are entering into or have retired from careers such as Accounting, Financial Advising, and CRA. However, we also have retired dance teachers, police officers, and people who simply want to give back to their community. All are welcome.
Age: 18-30, 31-54, 55+
Time Commitment: Daytime
Training for this position will be offered virtually, during daytime hours. The main training course spans 5 weeks, with three 2hr virtual sessions each week to cover the content. The first sessions begin mid-October, and a second round of training will be offered in the new year beginning mid-January. For returning volunteers in future years, shorter refresher and update training is offered annually prior to tax season. The volunteer role itself takes place mainly during tax season. In 2022, Tax Clinics operate from February 28 to May 2. Volunteers are asked to commit to a minimum of one 6 hour shift for each of the weeks in this period. Many volunteers wish to work more than one shift, and we will do our best to accommodate them. Our main in person tax clinic (Norquay Bldg, 401 York) operates weekdays from approximately 9:00am to 3:00pm. There are also a number of evening and weekend shifts available at the satellite tax clinic locations we sponsor if in operation.
Location of volunteer opportunity: Winnipeg
Does opportunity require a criminal record check? Yes
Will cost be reimbursed? Yes
Does opportunity require a child abuse registry check? No
Opportunity is available to candidates that: Are fulfilling volunteer hours for credit
Are supported
Speaks French
Uses a wheelchair
Speaks another language: Must be fluent in English, all other languages beneficial
Organization will provide: Supervision
How to Apply: Online:
Closing Date: Dec 15, 2021