CVITP Tax Preparer

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, 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.

- 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, and have lived in Canada for at least 1 year
- 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 a clear Police Information Check
- must speak fluent English

- must be able to attend and complete with proof of sufficient knowledge all required training courses through Community Financial

- must have access to a computer with Windows 11 and video capabilities (to attend remote training courses)

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.

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. Training dates for 2027 tax season are not yet available, but all training options will fall within the Oct 2026 - Feb 2027 timeframe (no classes over the Dec 2026 holiday period). 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 (late Feb through April 2027). Volunteers are asked to commit to a minimum of one 6.5 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, with a daily meeting prior to opening from 8:30-9:00am.

• Online Application Form Below
• Email: annaj@communityfinancialmb.ca (Include Opportunity ID)