Volunteer Posting 1496

Income Tax Preparer
Sage Seniors Association
Work From Home - Edmonton area
15 Sir Winston Churchill Square Edmonton, AB T5J 2E5
4 to 8 hours per week
closes in 37 days (Sun, 31 Mar)


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





Position Title:  Income Tax Preparer


Service Area: Customer Services


Location of position:  In-person and/or 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

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