Program: Financial Wellness - Community Income Tax Intake Worker

Help Community Members Access Important Financial Supports

Many individuals and families rely on tax filing to access important benefits and financial supports. As a Community Income Tax Intake Worker, you'll help participants begin that process by ensuring the information needed for tax preparation is complete, organized, and ready for filing.

By creating a welcoming experience and supporting participants through the intake process, you'll help reduce barriers and ensure individuals can access the resources available to them.

About the Role

Reporting to the Financial Wellness Facilitator, you’ll support Carya's annual community tax filing program by welcoming participants, receiving tax documentation, and preparing files for Community Income Tax Filers. This seasonal volunteer opportunity combines training, participant interaction, and administrative support.

Schedule and Commitment

Recruitment

• Recruitment will take place throughout 2026.

Training

• January to February 2027
• Volunteers will receive training on program procedures, privacy requirements, and participant service expectations.

Tax Clinic Season

• March to April 2027
• Volunteers will support participants attending scheduled tax document drop-off appointments from Mondays to Thursdays.
• Ideally, volunteers will be working two shifts a week during this period. Shifts will be up to four hours, and take place in the morning or afternoon.

Location

Volunteers will be based at one of our two locations:

• Bowmont Commons in Bowness
• Our East Village location in Downtown Calgary, Village Commons

What You'll Do

As a Community Income Tax Intake Worker, you will:

• Welcome participants attending the Community Tax Program.
• Receive and review participant tax documents and supporting information.
• Ensure required paperwork and documentation have been completed.
• Organize participant files for Community Income Tax Filers.
• Maintain confidentiality when handling participant information.
• Provide directions and basic information about the facility as needed.
• Communicate participant concerns or questions to the Financial Wellness Facilitator.
• Help create a welcoming, respectful, and inclusive environment.

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).
• Enjoy meeting and supporting people from diverse backgrounds and experiences.
• Communicate clearly, respectfully, and professionally.
• Have strong attention to detail and organizational skills.
• Are proficient in Microsoft Office applications, including SharePoint, Excel and Teams.
• Are comfortable handling confidential information.
• Demonstrate reliability and professionalism.
• Align with Carya's values of respect, kindness, creativity, collaboration, belonging, and wellness.

Experience in customer service, reception, administration, or community programs is an asset, but not required. We do ask that folks applying for this role are comfortable and clear English speakers to support all participants who may wish to engage in the program.

Why This Role Matters

Accurate tax filing often depends on having complete and organized information. By helping participants navigate the intake process, you'll support a positive experience and help individuals and families access benefits, credits, and financial supports that contribute to their financial wellbeing.

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.

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.