Program: Financial Wellness - Community Income Tax Filer

Help Strengthen Financial Well-Being in Our Community

Many individuals and families rely on tax filing to access important benefits and financial supports. As a Community Income Tax Filer, you'll use your skills to help Carya participants file their taxes accurately and on time, supporting their financial well-being and reducing barriers to essential resources.

About the Role

Reporting to the Financial Wellness Facilitator, you'll prepare and submit tax returns for Carya participants remotely. This seasonal volunteer opportunity combines training, independent work, and ongoing support from the Carya team.

Schedule and Commitment

Recruitment

• Recruitment will take place throughout 2026.

Training

• January to February 2027
• Volunteers will receive training on the required processes, systems, privacy requirements, and participant service expectations.

Tax Filing Season

• March to April 2027
• Volunteers will prepare and submit participant tax returns.
• Tax returns should be completed within one week of receiving the required documentation.

Location

• This role is fully remote, allowing volunteers to contribute from wherever they are based.

What You'll Do

As a Community Income Tax Filer, you will:

• Review participant tax information and supporting documents.
• Work with Community Income Tax Intake Workers to ensure all required information has been collected.
• Prepare and submit tax returns accurately and within established timelines using the U-File tax filing software.
• Follow current Canada Revenue Agency requirements and tax filing procedures.
• Maintain confidentiality and protect participant information.
• Communicate with the Financial Wellness Facilitator regarding questions, updates, and support needs.
• Demonstrate Carya's values of respect, kindness, creativity, collaboration, belonging, and wellness.

What We're Looking For

We're looking for volunteers who:

• Are over the age of 18.
• Have filed income tax returns in Canada previously.
• Are in good standing with the Canada Revenue Agency (up to date with own filing and do not owe debts to the CRA).
• Have strong attention to detail and work accurately with numbers and documentation.
• Communicate clearly and professionally.
• Are proficient using digital tools, including tax preparation software and Microsoft Office applications, including SharePoint, Excel and Teams.
• Can manage their time independently and meet deadlines.
• Value confidentiality and professionalism when handling personal information.

Why This Role Matters

Tax filing can open the door to benefits, credits, and other financial supports. By helping participants complete their returns accurately, you'll help them access resources that contribute to their financial stability and well-being.

Requirements

This role requires the satisfactory provision of a Police Information Check (PIC), identified through Carya's volunteer risk assessment process. If you have an existing PIC issued within the previous three months to your application, we can accept this. If you do not have a current PIC, or your PIC was issued more than three months ago, we will need you to secure a new check. Carya's People & Culture Coordinator will provide support and guidance throughout this process.

For this role there are some additional requirements:

• You will need to register with the Community Volunteer Income Tax Program (CVITP) as a tax filer.
• Following CVITP registration, you will need to secure your individual E-File number and REP ID, and share this information with Carya.

A full role description will be shared with volunteers selected for this opportunity.

Diversity, Equity, Inclusion and Accessibility

At Carya, we believe everyone deserves to feel welcomed, respected, and supported. We value the unique experiences, perspectives, and strengths that volunteers bring to our community.

If you require accommodations or accessibility supports, please contact our People & Culture team. We're committed to making the volunteer experience as accessible as possible.