Income Tax Coordinator

Job Title:                              Income Tax CoordinatorDepartment:                       Corporate ServicesStatus and Hours:          Temporary Part-Time (21h/wk) - August 24, 2026, to June 30, 2027Pay scale:                             $26.015 to $30.605/hReports to:                           Volunteer & Communications CoordinatorApplication Deadline:     July 31, 2026 This position is an existing vacancy. Who are we?   Pinecrest-Queensway Community Health Centre is an innovative, community-based, multi-service centre. We strive to meet the needs of the diverse communities we serve. We work in partnership with individuals, families, and communities to achieve their full potential, paying particular attention to those who face barriers to care due to race, gender, income and/or ability. PQCHC is an equal opportunity employer and values diversity in its workforce. If at any stage in the selection process, you require accommodation due to a disability, please let us know the nature of the required accommodation.

Income Tax Clinics

Pinecrest-Queensway Community Health Centre (PQCHC) has run Income Tax Clinics for low-income individuals and families in our catchment for over 20 years in partnership with the Community Volunteer Income Tax Program (CVITP). These clinics run in March, April, & early May. We use an appointment-based model, requiring clients to register beforehand to secure an appointment with a volunteer. Clients can register over the phone or complete an MS form online starting mid-February.  We provide appointments in English, French, Arabic, Ukrainian, Russian, Slovak, and ASL.

This year, through an agreement with a financial community organization, we are piloting year-round clinics as part of this agreement. The Income Tax & Benefits Coordinator and a select group of volunteers will help clients complete benefit applications. Connected to this funding, the Income Tax & Benefits Coordinator will regularly attend meetings with this organization, be part of their coalitions, collect data and provide reports on a quarterly basis.

Job Summary

The Income Tax Coordinator will coordinator, organize, and facilitate the running of income tax clinics and benefit applications virtually and in-person for low-income individuals and families across the city year-round. They will be responsible for supporting a team of approximately 15-20 volunteers who register clients, support with benefit applications, and complete tax returns.

Duties and Responsibilities

Organize income tax processes and be available to attend in-person tax clinics as scheduled. For the tax season (2027), clinics are booked on the following days:

Friday March 5, 2027

Saturday March 6, 2027

Friday March 12, 2027

Saturday March 13, 2027

Friday March 19, 2027

Friday April 2, 2027

Saturday April 3, 2027

Friday April 9, 2027

Saturday April 10, 2027

Friday April 16, 2027

Friday April 23, 2027

Saturday April 24, 2027

Friday April 30, 2027

Set up appropriate processes regarding volunteers for virtual and in-person income tax clinic appointments to minimize privacy issues.

Assess clients’ eligibility and needs for benefits, and either provide the appropriate service or refer them to another organization based on a case-by-case assessment.

Develop a tracking system for reporting purposes. Reports will need to be prepared and submitted on a quarterly basis including number of new clients served, total clients served, number of tax returns completed, estimated value of federal and provincial benefits obtained through tax filing, number of benefit applications submitted, and estimated value of benefits obtained through benefits access services.

Train, orient, and check-in regularly with a volunteer team of 15-20 individuals.

Work with up to 10 volunteers who prepare taxes and appropriately assign clients.

Work with up to 10 volunteers who answer the phones, register, and check-in clients for appointments.

Assist volunteers with processes, forms, and client concerns.

Organize materials, supplies, and support items for each clinic.

Set-up the voicemail and help monitor calls through Telus Business Connect

Work with MS Teams, Forms, SharePoint, Power Automate, Excel, and Booking.

Work on EBO’s tools: Navigation System, Booking, and Reporting.

Work collaboratively with EBO and other Ottawa organizations providing similar services to ensure efficient service delivery across the City of Ottawa by coordinating referrals and, where appropriate, sharing responsibility for serving neighbourhoods across the city.

Participate in EBO program meetings, community of practice meetings, monitoring and evaluation meetings.

Qualifications

Bachelor's degree, college diploma, or equivalent experience

Excellent organizational skills with strong attention to details

Excellent communication and interpersonal skills

Experience working with diverse vulnerable clients

Experience working in a Community Health or Resource Centre is an asset

Experience with data management and reporting

Customer Service experience is an asset

English essential, Bilingual (English and French) preferred, other languages considered an asset

Comfortable working in a hybrid position with 14 hours on-site per week

Available to work Fridays and Saturdays during the tax season