Tax Support Specialist

For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging needs and live out our mission, vision and values of hope, service, dignity and stewardship.

As a faith- and values-based organization, we hire and serve people of all backgrounds and walks of life - there is a place for everyone to belong here.

The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.

• Coordinate income tax clinic operations including scheduling appointments, intake process, site logistics and required documents for across all campuses.

• Coordinate and ensure site contacts and IT are set up at each location with equipment, technology, software and other operational requirements are ready.

• Maintain accurate program records, statistics, volunteer schedules and procedural documents including the tracking of program activities, clients served, tax returns completed, appointments, volunteer hours, referrals, clinic locations, etc.

• Prepare regular updates and communication program challenges, risks, or concerns to the Community Program Manager monthly reports for the Community Program Manager and support reporting requirements with partners such as Momentum, United Way and Aspire Calgary.

• Maintain secure and organized client and accurate program records in accordance with confidentiality and privacy requirements.

• Maintains The Salvation Army Accreditation standards in all areas.

• Coordinate income tax clinic operations including scheduling appointments, intake process, site logistics and required documents for across all campuses.

• Coordinate and ensure site contacts and IT are set up at each location with equipment, technology, software and other operational requirements are ready.

• Maintain accurate program records, statistics, volunteer schedules and procedural documents including the tracking of program activities, clients served, tax returns completed, appointments, volunteer hours, referrals, clinic locations, etc.

• Prepare regular updates and communication program challenges, risks, or concerns to the Community Program Manager monthly reports for the Community Program Manager and support reporting requirements with partners such as Momentum, United Way and Aspire Calgary.

• Maintain secure and organized client and accurate program records in accordance with confidentiality and privacy requirements.

• Maintains The Salvation Army Accreditation standards in all areas.

• Provide respectful, professional relationships and client-centered service through the tax clinic process.

• Provide clients with clear communication and information regarding clinic services, eligibility, appointments and required documentation.

• Provide hands-on support to clients by assisting them in obtaining required tax documents and navigating barriers such as low income, limited literacy, language barriers, missing documentation, or difficulty accessing online services.

• Assist and identify additional needs and provide appropriate referrals to our other programs within the Salvation Army and/or local community services.

• Ensure required client intake, consent, confidentiality and tax documentation is completed, maintained appropriately and submitted on time.

• Work closely with the Volunteer Services Coordinator to recruit, onboard, schedule, and support tax volunteers.
• Ensure volunteers complete all required system registration, training, onboarding, and program requirements.
• Serve as the main point of contact for volunteers, providing ongoing guidance and support related to basic tax filing, client service, and program boundaries.
• Ensure only eligible basic tax returns within the CVITP scope are completed.
• Ensure volunteers and staff follow applicable regulatory requirements and program criteria, including eligibility, privacy, consent, confidentiality, and secure handling of client information.
• Maintain volunteer schedules and track volunteer hours.

• This is a temporary…