WoodGreen’s Financial Empowerment Program serves to both alleviate and help people transition out of poverty by leading in the use of innovative approaches to directly address problems in the financial dimensions of the lives of low-income individuals. One of the ways we serve clients is through our annual Community Volunteer Income Tax Program (CVITP) in partnership with the Canada Revenue Agency. WoodGreen’s CVITP has a tremendous impact on the community: we serve thousands of clients completing their tax returns. Our volunteers help us put millions of dollars back into the community by ensuring marginalized populations have access to professional, free tax filing services and in turn access vital financial benefits.

Responsibilities

• Participate in income tax training offered by WoodGreen and the Canada Revenue Agency (CRA).
• Help clients submit their tax returns using UFile software.
• Provide explanations of tax return results to clients and answer tax related questions
• Follow policies set by the CRA and WoodGreen Community Services
• Provide high-quality support and customer service to a diverse group of clients.
• If applicable, volunteers may be asked to use interpretation services for clients who have limited English-speaking skills.
• Have an opportunity to connect online with a large community of volunteers.
• We offer reference letters to all committed volunteers.

What You Bring to the Team:

• Excellent computer and technology skills. Ability to confidently navigate between multiple computer programs and communicate using instant messaging.
• Experience working with Microsoft Teams software and/or UFile tax software is an asset
• Excellent communication and interpersonal skills
• Familiarity with basic tax documents and policies related to Canadian tax system is an asset
• Experience filing taxes in Canada is an asset
• Comfortable working with a diverse group of volunteers and clients
• Canadian Language Benchmark (CLB) Level 6
• Second language is an asset

Training:

• Mandatory 8-hour training (combination of “live” online webinars& in-person training) held in February.

Shift hours:

TBD by the Financial Empowerment team

Commitment:

TBD by the Financial Empowerment team

Screening Requirements:

• Vulnerable Sector Screening
• (2) References check