“Inspiring and supporting seniors to be the best they can be.”

Position Title:  Income Tax Preparer

Service Area: Customer Services

Location of position:  Remote

Supervisor of position:  HR, Payroll & Benefits Coordinator

Purpose of position: To prepare and file income tax returns for low-income older adults, AISH, and disability recipients

Level of Risk: low

Position duties and responsibilities:

• Prepare income tax returns with scheduled clients over the phone
• Track appointments and hand in tracking sheet and volunteer hours weekly
• Print and mail documents to clients

Time Requirement of position:

• A minimum 3 hour shift per week
• Schedule is fairly flexible

Qualifications and skills for position:

• Must be registered with CVITP and Efile and have a RepID
• Comfortable working with the public
• Organizational and time management skills
• Ability to log into a Google document to locate appointments
• Must have a telephone
• Able to work independently
• Good general knowledge of Income Tax returns
• Ability to use or learn the U-file software program
• Must keep up to date with CVITP training

Forms required for this position:

• Volunteer Application form
• References
• Police Information Check
• Agreement of Confidentiality
• Contract of Understanding for Sage Volunteers
• Code of Conduct for Volunteers