Administrative & Marketing Volunteer (Tax Season)

Position Details

• Position Type: Volunteer (Unpaid)

• Number of Positions: 2

• Term: January 5, 2027 – April 30, 2027

• Schedule: Tuesday to Saturday

• Work Arrangement: On-site

• Location: Delta, BC

• Application Deadline: November 30, 2026

About Touchstone CPA Inc.

Touchstone CPA Inc. is a boutique Chartered Professional Accounting firm based in Delta, British Columbia, providing accounting and tax services to individuals and businesses in the community. Tax season is our busiest time of year, and we are seeking dedicated volunteers to support our team in delivering an excellent client experience.

Position Overview

We are seeking two motivated and reliable volunteers to join our team as Administrative & Marketing Volunteers for the 2027 tax season. This role combines front-office administrative support with marketing and lead generation activities. It offers valuable hands-on experience in a professional accounting environment and is well suited to students and recent graduates in business, accounting, or marketing.

Key Responsibilities

Administrative Support

• Greet clients in a professional and welcoming manner and provide front-desk assistance

• Receive, sort, and organize client documents and tax forms

• Assist clients in completing intake forms and review them for accuracy and completeness

• Maintain organized and up-to-date physical and digital client files

• Perform data entry and assist with general office tasks

• Respond to phone calls and emails and direct inquiries to the appropriate team member

• Support scheduling and coordination of client appointments as needed

Marketing and Lead Generation

• Identify and generate new client leads for the firm's tax and accounting services

• Create, schedule, and manage social media content across the firm's platforms

• Assist in promoting the firm's services within the local community

• Track leads and follow up with prospective clients

• Contribute ideas and initiatives to increase the firm's visibility and client base

Qualifications

• Availability for the full term, January 5 to April 30, 2027, Tuesday to Saturday

• Strong verbal and written communication skills

• Excellent customer service and interpersonal skills

• Highly organized, detail-oriented, and dependable

• Proficiency with Microsoft Office and/or Google Workspace

• Ability to handle sensitive client information with professionalism and strict confidentiality

• Ability to work effectively in a fast-paced environment during peak season

Assets

• Education or experience in marketing, sales, or lead generation

• Experience with social media platforms and content creation tools

• Current enrolment in or completion of a program in business, accounting, or marketing

• Previous experience in an office or client-facing role

What You Will Gain

• Practical experience working in a CPA firm during its busiest season

• Exposure to how personal and business tax files are received, organized, and processed

• Development of client service, communication, and professional skills

• Experience in office administration and document management

• Real-world marketing and lead generation experience to showcase on your resume

• An understanding of professional standards and confidentiality in the financial services industry

• Experience working as part of a team and managing priorities under deadlines

• Valuable Canadian work experience

• Networking opportunities with accounting and business professionals

How to Apply

Interested candidates are invited to apply by submitting their resume along with their availability for the January to April 2027 period. Please apply through this LinkedIn job posting, and qualified candidates will be sent a link to complete our volunteer application form.

Applications will be accepted until November 30, 2026. Only candidates selected for further consideration will be contacted.

Touchstone CPA Inc. thanks all applicants for their interest.