Volunteer Tax Preparer (Winter 2027) (Canada)

Volunteer Tax Preparer (Winter 2027) (Canada)

09 Nov
|
Initiative Avantage
|
Canada

09 Nov

Initiative Avantage

Canada

Non-Profit Description Promoting financial literacy among the people of Montréal is at the core of Initiative Avantage’s mission. Our team focuses on helping community members understand and manage their personal finances more confidently. Through education, guidance, and accessible resources, the organization aims to reduce financial stress and provide key tax filing services.

Volunteers play a key role in delivering practical support, especially around taxes and basic financial concepts, to individuals and families who may otherwise lack access to such services.

Role Description This is a remote volunteer role for a Volunteer Tax Preparer in our ITAVP free tax clinic. In this position, the volunteer reviews financial information from community members, prepares and files basic income tax returns, and helps individuals understand tax outcomes and potential benefits or credits. The role includes explaining tax-related concepts in clear, straightforward language, answering questions about documentation and eligibility, and maintaining accurate records of completed returns.

Qualifications





- Accuracy and attention to detail to complete individual tax returns and related documentation.
- Ability to learn quickly and independently.
- Basic customer service skills (no experience required).
- Effective written and verbal communication skills in English or French. Other languages are an asset.
- Comfort working remotely with digital tools and following privacy and security protocol.
- All training will be provided through the ITAVP program. No prior experience required.

Details (Depending on Role)

- Screen clients for eligibility using a given criteria.
- Gather required documents to complete a tax return.
- Complete tax returns using government-provided software for basic tax income cases.
- Feb 2027-Apr 2027: flexible number of hours and timing depending on your schedule

Note: A background check will be required for certain roles involving the handling of clients' sensitive information. We can only accept applicants 18 years of age or older.

📌 Volunteer Tax Preparer (Winter 2027) (Canada)
🏢 Initiative Avantage
📍 Canada

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