Job Location: MFS STARK STREET - Portland, OR
Position Type: Full Time
Education Level: 4 Year Degree
Salary Range: $50,960.00 - $52,488.00 Salary
Travel Percentage: Negligible
Job Shift: Day
Job Category: Nonprofit - Social Services
Description
Metropolitan Family Service
Position Description
Position Title: Tax and Financial Services Coordinator – MFS CASH Oregon
Dept/Program: Economic Empowerment – MFS CASH Oregon
Location: MFS Stark Street Office
Status: Exempt
Reports To: Tax and Financial Services Coordinator II FTE: 1.0 (40 hours/week)
Created: March 2024 Job Number: TSCI0306
____________________________________________________________________________________________________________________________________
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.
General Function:
Under the general supervision of the Tax and Financial Services Coordinator II, the Tax and Financial Services Coordinator I will be responsible for implementing and delivering direct tax and financial services for the Stark St 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-proficient households. This position is working in person primarily at the MFS Stark Street office located at 1010 SE Stark Street, Portland, Oregon.
Essential Duties and Responsibilities
- Prepare and Quality Review tax returns at the MFS Stark Street Tax site year round
- Act as secondary site coordinator under leadership of the Tax and Financial Services Coordinator II
- Prepare materials, facilities and equipment for MFS Stark Street office and all volunteer tax sites
- Coordinate and manage collection of client stories
- 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
- Coordinate communications and operations of the MFS Stark Street tax site with other MFS team member
- Other duties as assigned
Qualifications
Knowledge, Skills and Abilities Required:
- Experience with tax preparation, as a Licensed Tax Consultant or experience as a 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
- Excellent computer skills including Microsoft Office Suite
- 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 case management
- Ability to effectively and proactively problem-solve and resolve conflict
- Ability to maintain professional boundaries and confidentiality
- 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
- Ability to manage multiple projects simultaneously
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.
Education and Experience Requirements:
- Minimum of a BA/BS in public service or human services or equivalent related experience
- Experience with database management and quality assurance
- Experience with tax preparation, as a Licensed Tax Consultant or experience as a IRS certified volunteer tax preparer is 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.
Metropolitan Family Service
Position Description
Position Title: Tax and Financial Services Coordinator – MFS CASH Oregon
Dept/Program: Economic Empowerment – MFS CASH Oregon
Location: MFS Stark Street Office
Status: Exempt
Reports To: Tax and Financial Services Coordinator II FTE: 1.0 (40 hours/week)
Created: March 2024 Job Number: TSCI0306
____________________________________________________________________________________________________________________________________
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.
General Function:
Under the general supervision of the Tax and Financial Services Coordinator II, the Tax and Financial Services Coordinator I will be responsible for implementing and delivering direct tax and financial services for the Stark St 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-proficient households. This position is working in person primarily at the MFS Stark Street office located at 1010 SE Stark Street, Portland, Oregon.
Essential Duties and Responsibilities
- Prepare and Quality Review tax returns at the MFS Stark Street Tax site year round
- Act as secondary site coordinator under leadership of the Tax and Financial Services Coordinator II
- Prepare materials, facilities and equipment for MFS Stark Street office and all volunteer tax sites
- Coordinate and manage collection of client stories
- 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
- Coordinate communications and operations of the MFS Stark Street tax site with other MFS team member
- Other duties as assigned
Knowledge, Skills and Abilities Required:
- Experience with tax preparation, as a Licensed Tax Consultant or experience as a 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
- Excellent computer skills including Microsoft Office Suite
- 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 case management
- Ability to effectively and proactively problem-solve and resolve conflict
- Ability to maintain professional boundaries and confidentiality
- 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
- Ability to manage multiple projects simultaneously
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.
Education and Experience Requirements:
- Minimum of a BA/BS in public service or human services or equivalent related experience
- Experience with database management and quality assurance
- Experience with tax preparation, as a Licensed Tax Consultant or experience as a IRS certified volunteer tax preparer is 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.