TAX AND FINANCIAL SERVICES COORDINATOR

:

Metropolitan Family Service

Position Description

Position Title: Tax and Financial Services Coordinator

Dept/Program: MFS CASH Oregon

Location: MFS Cash Oregon Beaverton Office

Status: Exempt

Report to : Lead Tax and Financial Services Coordinator II

FTE: 1.0 (40 hours/week)

Created: April 2024 Job Number: BTFC0404

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.

The MFS Cash Oregon Beaverton office is located at 8285 SW Nimbus Ave, Suite 140, Beaverton, Oregon

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 build strong relationships by collaborating with our funders, partners, colleagues and highly trained volunteers, always striving for an extensive commitment to diversity

CORE VALUES

Equity and 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 Coordinator II, the Tax and Financial Services Coordinator will be responsible for implementing and delivering direct tax and financial services for the Beaverton volunteer tax preparation site. The Tax and Financial Services Coordinator will prepare and quality review tax returns, assist seasonal staffing with administrative issues, assist in embedding economic empowerment initiatives at the volunteer tax site, assist ITIN households as a Certified Acceptance Agent, and overall ensure robust and accurate tax services are provided to low and moderate income families, especially those belonging to immigrant, refugee, and limited English proficency households. This position will work in person at the Beaverton office location and may attend training and meetings at other sites as needed.

Essential Duties and Responsibilities:

• Prepare and Quality Review tax returns at the Beaverton tax site year round
• Act as backup Site Coordinator under leadership of the Tax and Financial Services Coordinator II, including coordinating staff & volunteers
• 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 Beaverton and all volunteer tax sites
• Coordinate and manage collection of client stories
• MFS Cash is structured as a program to ensure that all levels of staff are expected to provide support to other tax sites and other team members when needed to ensure the ongoing success of the program and services provided
• Other duties as assigned

Knowledge, Skills and Abilities Required:

• Experience working in 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
• Demonstrated understanding of the federal and Oregon tax codes and how they affect lower income populations
• 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 recognize and manage critical incidents within program and/mandatory reporting regulations and responsibilities
• Familiarity with using data to understand progress towards performance goals
• Ability to effectively manage and disseminate confidential and sensitive information
• Ability to maintain professional boundaries
• 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 with database input and quality assurance
• Experience with tax preparation or other related financial fields is preferred
• Experience as an IRS certified volunteer tax preparer is preferred
• 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.