Call for volunteers: CPA Alberta Tax Clinic Program

Call for volunteers: CPA Alberta Tax Clinic Program

The CPA Alberta Tax Clinic Program is looking for volunteers. In 2019, from March 12 to April 18, tax clinics will be held in co-operation with seniors’ homes, community centres, and other not-for-profit agencies. The Tax Clinic Program mission is to help low-income Albertans complete their tax returns for free. CPAs, CPA candidates and students* are invited to volunteer for a number of available positions. If you or someone you know might be interested, please complete the online application form.

Note: If you are not a member of CPA Alberta, you will need to create an account before registering. Need help creating an account?

Positions include:

Tax Clinic Return Preparer      
Preparers do just that: prepare between 5 – 8 returns at each clinic attended. Returns can be prepared manually or by using tax preparation software—ProFile by Intuit is provided free of charge for use at clinics. Some clinics provide computers for volunteers use, but, in most cases, volunteers will need to bring their own laptops.

Tax Clinic Phone Support Volunteer
Phone support volunteers will act as an additional resource to volunteers who are “in the field” completing returns on-site, by answering questions related to completing personal tax returns, should the need arise. Ideally, a phone volunteer would commit to 1 week of phone support.

Individuals interested in volunteering for a phone support position must be a CPA and have:

  • a minimum of three years of  tax clinic experience;
  • work experience in the tax field;
  • attended an information session;
  • be available in the evenings from 6-9 pm; and
  • have experience using ProFile tax software.

Note: The number of calls a phone support volunteer will field, if any, may vary. Our best estimate is between 1-5 calls a week.  

Tax Clinic Reviewer 
A tax clinic reviewer is responsible to assist with troubleshooting on-site, answer volunteer questions, and perform quality assurance on the tax returns completed. Reviewers will be assigned to priority clinics—sites which see more complex returns, higher volumes, and/or sites with primarily new volunteers. Reviewers must be a CPA and have:

  • a minimum of three years of  tax clinic experience;
  • breadth of knowledge of different tax situations (seniors, newcomers, families, students etc.);
  • experience using ProFile tax software; and
  • flexibility to travel to tax sites throughout the city.

Tax Clinic Mentor for Students  
Post-secondary students on accounting Co-op work terms and those enrolled in an accounting stream are eligible to volunteer, provided they have a qualified professional accountant to accompany them at a Tax Clinic. Unfortunately, quite often these students do not know a CPA and, therefore, cannot volunteer. By pairing Tax Clinic mentors with a student, we can utilize these volunteers. Mentors are expected to assist students in preparing personal income tax forms and answer any questions they might have on-site. Mentors will not be expected to complete the tax return, but rather guide the student. Individuals interested in volunteering as a mentor must be a CPA and have a minimum of three years of  tax clinic experience.

*A CPA must be present to supervise any post-secondary student volunteers at a clinic.



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