Description

Metropolitan Family Service

Position Description

Position Title: Lead Tax and Financial Services Coordinator (Coordinator Level II)

Dept/Program: Economic Empowerment – MFS CASH Oregon

Location: MFS Cash Beaverton Office

Status: Exempt

Reports To: Tax and Financial Services Manager

FTE: 1.0 (40 hours/week)

Created: March 2024 Job Number: BPC20310

General Description:

Metropolitan Family Service position descriptions are guidelines. They are not intended to identify every task that an employee will be asked to complete. They are intended as a general outline of the essential work responsibilities and qualifications of the position.

Agency Culture:

• We use creative and proactive problem solving to build and sustain dynamic community-based programs and quality services
• We believe in the potential of families and individuals at all life stages and focus on prevention, wellness, and independence
• We build strong relationships by collaborating with our funders, partners, and highly trained volunteers, always striving for an extensive commitment to diversity

CORE VALUES

Equity & Social Justice

• Values working in a multicultural, diverse environment
• Values and supports inclusion and program access for clients
• Supports agency goals for reducing disparity in outcomes for communities of color
• Adopts anti-racism approaches to services by understanding and acknowledging systemic and individual racism and privilege

Collaboration and Teamwork

• Ability to collaborate and communicate effectively with a broad range of individuals and groups within all program areas of MFS as well as other agencies
• Values the inclusion of multiple voices, including clients/service users, in the design and implementation of programs and services

General Function: 

Under the general supervision of the Tax & Financial Services Manager, the Lead Tax and Financial Services Coordinator will be responsible for the oversight and implementation of Volunteer Tax Preparation activities at the MFS Cash Beaverton location. This position will be working on site at the Beaverton office for MFS Cash Oregon.

The Lead Tax and Financial Services Coordinator will be responsible for managing seasonal support staff, the Tax and Financial Services Coordinator, as well as being the primary organizer and facilitator for volunteers at the MFS Beaverton volunteer tax preparation site. This position will be the Lead Coordinator for interpreting tax law consistently at the tax site and will complete quality reviews on tax returns completed at the site. They will ensure robust and accurate tax services are provided for low to moderate income families, especially those belonging to immigrant, refugee, and limited English-proficient households.

Essential Duties and Responsibilities

• Supervise a tax sites team including Tax and Financial Services Coordinator, temporary Client Facilitators, and temporary Client Interpreters
• Organize and facilitate hiring process for tax site staff such as Client Facilitators, Interpreters, Tax and Financial Services Coordinator
• Coordinate and supervise a volunteer team
• Coordinate and communicate needs for the Beaverton site including supplies and equipment
• Act as primary liaison with the city of Beaverton representing the MFS Beaverton office staff and volunteer team
• Support MFS CASH Oregon cross programming with other MFS programs
• Act as the primary Site Coordinator and provide guidance and mentorship to the Tax and Financial Services Coordinator who provides a secondary lead role
• Coordinate communications and operations of the MFS Beaverton tax site with MFS team
• Prepare and quality review tax returns at the Beaverton tax site year round
• Facilitate ITIN services as a Certified Acceptance Agent
• Implement financial services activities at the tax sites such as disbursal of prepaid debit cards, encouraging savings programs, and beyond
• Serve on Operations Committee and prepare materials, facilities and equipment for the MFS Beaverton tax site and all volunteer tax sites
• Coordinate and manage collection of client stories and program improvement efforts
• All positions should be expected to staff and support other tax sites when needed
• Other duties as assigned

Qualifications

Knowledge, Skills and Abilities Required:

• Experience leading a team in high stress direct service environments that requires flexibility and strong customer service skills
• Ability to effectively and proactively problem-solve and resolve conflict
• Experience with tax preparation, as a Licensed Tax Consultant or experience as an IRS-certified volunteer tax preparer preferred
• Demonstrated understanding of the federal and Oregon tax codes and how they affect lower income populations
• Experience working with nonprofits and or related industries
• Possesses clear understanding of income and wealth gaps (by economics, race, & gender), under- resourced communities & inequity
• Experience with providing instruction to volunteers and/or training of volunteers
• Experience working collaboratively between teams within an organization and/or between external organizations
• Ability to work independently and to be collaborative across all agency program areas
• Experience with trauma-informed approaches to service provision
• Ability to maintain professional boundaries
• Ability to recognize and manage critical incidents within program and mandatory reporting regulations and responsibilities
• Familiarity with using data to monitor and drive performance goals for programs and/or staff
• Ability to effectively manage and disseminate confidential and sensitive information
• Possesses strong verbal and written communication skills
• Excellent technology skills including Google and Microsoft office Suite
• Ability to manage multiple projects simultaneously

Education and Experience Requirements:

• Minimum of a BA/BS in public service or human services or equivalent related experience
• Experience supervising staff and or volunteers
• Experience with database input and quality assurance
• Experience with tax preparation, as a Licensed Tax Consultant or experience as an IRS-certified volunteer tax preparer is very beneficial
• Fluency and ability to communicate effectively in languages in addition to English is strongly preferred

Other Requirements:

Personal transportation allowing for travel within the Portland Metropolitan area in a timely manner. If driving a personal vehicle must maintain a valid driver license for the state of residency, personal auto liability insurance coverage and a driving record permitting coverage under the agency auto liability policy.

MFS requires all employees and volunteers to complete a criminal background check. We review the results of all background checks individually and consider all of the circumstances of any issues that arise in a background check during the hiring process.

Work Environment:

Work is performed in an office environment, at community events, and/or at other locations as deemed necessary. This position requires work to be accomplished in person and is not available for remote work options at this time. May require occasional early morning, weekend or evening work. Position requires ability to sit for extended periods as well as stand occasionally. Position requires use of computer, telephone, copier and may require accessing locations by use of stairs.

Metropolitan Family Service is committed to building a diverse workforce to broaden and deepen our work in the communities we serve. We strongly urge candidates from communities of color, disability, LGBTQIA2S , linguistically diverse populations, older adults and military veterans to consider application to our positions. MFS is an Equal Opportunity Employer.