Tax Preparer for CVITP Tax Clinic

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.

Tax Preparer

Role purpose: File tax returns for tax year 2026, 2025 on behalf of clients who have modest income and simple tax situations. 

Key responsibilities
•	Collect relevant information for the purpose of completing income tax return.
•	Records data accurately.
•	Reviews own work for completeness and consistency.
•	Serves all clients fairly. 
•	Follow clinic procedures and policies for information collection, record retention, access, secure disposal and equipment management.

Skills and qualities
•	Strong attention to detail, accuracy, promptness and organization.
•	Comfortable using online reporting tools.
•	Ability to follow standardized definitions and data collection procedures.
•	Sound judgment and discretion when handling confidential information.
•	Ability to identify inconsistencies and ask timely questions.
•	Has filed own tax return at least once.

Practical expectations: Must be over 18 years old. This role is onsite and may involve seated data entry as well as moving between the front desk and tax preparation areas to collect information. Registration with CVITP and a Police Information Check completed within the past three years are required.