Financial Empowerment Taxation and Benefits Filer

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 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 or live remotely from home
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
•	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.

Orientation, Training & Support
•	Orientations led by Momentum staff
•	Volunteer Handbook and organization documents
•	Momentum staff is available for additional support