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Lead Tax And Financial Services Coordinator

METROPOLITAN FAMILY SERVICE • Full-time • Beaverton, Oregon • 8m ago

Job Details

MFS Cash Oregon - Beaverton - Beaverton, OR

Full Time

4 Year Degree

$54,080.00 - $55,702.00 Salary/year

Negligible

Day

Nonprofit - Social Services

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

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.