• Opportunity to develop and deliver Financial Literacy workshops, coordinate and assist in planning special works and events for community groups and external agencies.
• Gain a comprehensive knowledge base of the Canadian and Ontarian income tax system, provincial and federal income supports and benefits, and additional financial topics including pensions, debt management, budgeting, etc.
• Opportunity to build a strong understanding of supports and programs for low-income clients and their financial wellness
• Opportunity to work with a team to develop and improve the financial empowerment program.
• Opportunity to work with clients one-on-one in a brief, solution-focused manner

Responsibilities

• Be the point of contact for clients who are interested in financial empowerment services in person, through email and by telephone. This includes but is not limited to tasks such as: o Welcoming new clients o Conducting initial assessment/screening
• Providing information and referrals applicable to the client’s needs and goals
• Scheduling client appointments as appropriate
• Be the point of contact for other social workers or other agencies
• Assist in providing information and referrals to community resources, including internal and external services
• Assist clients in completing applications for government benefits and income supports
• Problem-solve and advocate for clients with more complex cases (i.e. calling the Canada Revenue Agency)
• Prepare and electronically file income tax returns and T1 adjustments
• Assist in training, supervising and supporting administrative volunteers for the income tax intake phone line (virtually or in-person)
• Provide support in challenging conflict situations, including resolving client complaints and disputes to ensure a positive experience for clients.
• Independently supervise and coordinate a team of volunteers at an income tax clinic in-person or virtually
• Coordinate drop-off tax clinic program during off season of tax
• Support and work with vulnerable clients from a diverse array of cultural backgrounds.
• Maintain program statistics and data for purposes of evaluation and research
• Other operational tasks assigned as needed

Modality: In Person

Location: 815 Danforth Ave., 3rd floor

Number of students required: 1-2

Shift hours & Placement term

Winter 2024 and Spring 2025

Shift hours

14-35, ideally minimum is 21 hours/week but we are open to 14 hours.

Commitment

Social Service Worker, Community Worker Program, Social Work (BSW or MSW)