Metrics & Tax Room Operations Coordinator

CVITP Tax Clinic Volunteer 

The tax clinic volunteer roles support a welcoming, organized, and accessible community tax clinic under the oversight of Centre for Newcomers as a part of CVITP (Community Volunteer Income Tax Program, CRA). Volunteers work collaboratively, protect client privacy, follow clinic procedures, and adhere to the scope of the role. 

Expectations for all roles
•	Provide respectful, patient, and inclusive service to all clients.
•	Protect personal and financial information and follow confidentiality requirements.
•	Attend orientation and role-specific training and follow the direction of clinic leadership.
•	Arrive on time, communicate absences promptly, and remain flexible during busy periods.
•	Must be available between December 2026 – May 2027
•	Maintain clear handoffs and report concerns, incidents, or process issues to the tax clinic lead, CFN Volunteer Coordinator.

Metrics & Tax Room Operations Coordinator

Role purpose: Oversee Tax Preparation and Forms Management operations. Maintain accurate clinic forms, collect client information approved service data, and support secure, consistent reporting without providing tax advice. 
Counterpart role to Catering & Front Desk Operations Coordinator. Reporting directly to CVITP Tax Clinic Lead
Key responsibilities
•	Use secure storage and transfer procedures for paper and electronic records.
•	Reconcile daily totals, identify discrepancies, and raise questions with clinic leadership.
•	Prepare summary reports using only authorized, non-identifying information.
•	Follow retention, destruction, confidentiality, and access-control procedures.
Skills and qualities
•	Exceptional attention to detail and comfort working with forms, spreadsheets, or databases.
•	Sound judgment when handling confidential information.
•	Ability to follow standardized processes and meet reporting deadlines.
•	Experience leading a small team.

Practical expectations: Must be over 18 years old. Primarily standing or walking around. Must have basic Canadian Income Tax return knowledge. Registration with CVITP and a Police Information Check completed within the past three years are required.