Volunteer, Tax preparer

About the Role

Help The Impact Ambassadors (TIA) deliver a free community tax clinic for individuals and families with modest incomes and simple tax situations, including newcomers, seniors and students. TIA is a registered host organization under the Canada Revenue Agency’s Community Volunteer Income Tax Program (CVITP). Working closely with TIA’s accountant, the successful candidates will help clients file accurate returns on time and receive the benefits and credits they’re entitled to.

Key Responsibilities

Tax Preparation

• Prepare and e-file simple personal income tax returns (T1) using UFile, provided free through the CVITP.
• Identify credits and benefits clients qualify for, such as the Canada Child Benefit, GST/HST credit, Ontario Trillium Benefit and Canada Workers Benefit.
• Refer returns outside the clinic’s scope to the supervising accountant.

Client Service

• Meet clients at the clinic to gather their information, slips and receipts.
• Explain the filing process in plain language and help newcomers file their first Canadian return.

Confidentiality & Program Reporting

• Keep all client information confidential and follow TIA’s privacy and data-security procedures.
• Record the returns you prepare for program reporting.
• Key Performance Indicators (KPIs)
• CVITP registration, training and screening completed before the clinic opens.
• Number of returns prepared and filed accurately and on time.
• Returns passing the supervising accountant’s review with few corrections.
• Scheduled clinic shifts attended.
• Full compliance with confidentiality and data-security requirements.

Qualifications

• At least 18 years old.
• Knowledge of Canadian personal income tax. Accounting students, CPA candidates, retired accountants and others with relevant tax knowledge are welcome.
• Previous personal tax preparation experience is an asset.
• Strong attention to detail, computer literacy, communication skills and professionalism.
• Willing to complete the CRA’s CVITP registration, training, screening and approval before starting, and to sign a confidentiality agreement.
• A valid police record check is preferred (checks issued within the three years before January 1, 2027 are accepted if they meet CRA requirements).
• English proficiency is required; additional languages are an asset.
• Alignment with the mission, vision and values of The Impact Ambassadors Initiative.

Why Join TIA?

• Help families in your community access the tax refunds and benefits they’re entitled to.
• Gain practical experience in personal tax preparation and client service, with training from TIA and supervision by TIA’s accountant.
• Receive a reference letter, a certificate of volunteer hours, and recognition for outstanding volunteers.
• Enjoy lunch or refreshments during clinic shifts and TTC transit support for eligible in-person shifts.
• Build professional skills and your network with a passionate, mission-driven team.

How to Apply: Send your resume and a short note about your tax experience and availability to info@theimpactambassadors.ca, with “Volunteer Tax Preparer” in the subject line.

The deadline for receiving applications is January 15, 2027. Applications are reviewed as they come in, so positions may be filled before then.

Time Commitment: About 4 to 8 hours per week, February 2 to April 30, 2027 (clinic hours 11:00 a.m. to 5:00 p.m.; clinic days to be confirmed). Laptops and tax software are provided on site.

Reports to: Accountant & Finance Coordinator