Virtual Tax Services Coordinator - Mfs Cash Oregon

Metropolitan Family Service | Portland, OR

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Posted Date 5/25/2022
Description

Level: Experienced

Job Location: MFS STARK STREET - Portland, OR

Position Type: Full Time

Education Level: Not Specified

Salary Range: $43,680.00 - $45,000.00 Salary/year

Travel Percentage: Negligible

Job Category: Nonprofit - Social Services

Description

Metropolitan Family Service

Position Description

Position Title:          Virtual Tax Services Coordinator – MFS Cash Oregon

Status:                      Exempt

Reports To:              Program Manager – MFS Cash Oregon   

FTE:                          1.0 (40 hours/week)

Dept/Program:       Economic Empowerment – MFS Cash Oregon

Created:                    January 2022                                     Job Number: COVC0123  

__________________________________________________________________________________________________________________________________

MFS requires all employees to have completed a full dose vaccine for COVID-19. Proof of vaccine status will be required before an employee may begin work. Questions regarding this policy should be directed to the MFS Human Resources Department.

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.

Values:

  • 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 supervisor of the Program Manager – MFS Cash Oregon, the Virtual Tax Services Coordinator for MFS CASH Oregon will provide coordination, organization, and supervision for virtual volunteer tax preparation. The Virtual Tas Services Coordinator will oversee team assignments, providing guidance and mentorship, answering tax law questions, supporting volunteers, troubleshooting issues and elevating challenges. The role may also include scheduling client appointments, answering tax law, and providing overarching customer service to prospective clients The Virtual Tax Services Coordinator will provide customer service to low-income clients and tax preparation support. The Virtual Tax Services Coordinator will organize and develop virtual tax preparation systems that can be taken throughout the state. This position may work both remotely and in person as program needs determine.

Essential Duties and Responsibilities:

Virtual Tax Services Coordinator

  • Oversees preparation of tax returns and confirms all returns are correct
  • Drives team motivation to positively impact weekly goals
  • Provides exceptional support to volunteers, managing and answering any questions they may have
  • Provides excellent customer service using a case management ticketing tool, resolving issues and making sure clients receive all the services for which they are eligible
  • Participates in tax preparation and quality review training sessions
  • Troubleshoots issues such as case management ticketing problems for clients and volunteers, and escalates unresolved issues as needed to reach an appropriate resolution
  • Provides scheduling and customer service support for clients signing up for tax preparation appointments

Volunteer Management

  • Direct the work of and provide feedback to volunteers working with the program
  • Support and answer questions from volunteers as they connect with customers
  • Build relationships with volunteers and ensure all volunteers have a positive experience

Program Development and Improvement

  • Identify and develop processes, procedures, & resources to build and expand virtual volunteer opportunities

 

 

Qualifications


Knowledge, Skills and Abilities Required:

  • Demonstrated strong proficiency with technology including coaching others to use technology effectively and troubleshooting technical problems
  • Proven exceptional customer service skills serving diverse communities
  • Demonstrated volunteer management experience with an emphasis on serving with a large number of volunteers
  • Proven strong interpersonal, relationship-building and strong leadership skills; has a results-oriented approach with a winning attitude
  • Demonstrated ability to motivate a team to achieve weekly goals; ability to stay calm during high-stress times, and able to work well in a fast-paced remote work environment
  • Proven high degree of flexibility and adaptability
  • Proven ability to use TaxSlayer or relevant tax preparation software
  • Ability to speak a second language is helpful
  • Ability to be flexible with work shifts including weekend work
  • Strong program development and management skills
  • Willingness to receive further tax training and be VITA tax law certified
  • Clear understanding of income and wealth gaps (by economics, race, & gender), under- resourced communities & inequity
  • Ability to manage multiple projects simultaneously

 

CORE VALUES

Equity & Social Justice

  • Values working in a multi-cultural, 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

  • Ability to work effectively in collaboration within all program areas of MFS as well as other agencies
  • Ability and commitment to work effectively within a team-dependent environment and provide leadership and support to staff to demonstrate effective team dynamics
  • Ability to work and communicate effectively with a broad range of individuals and groups
  • Ability to connect position roles and agency mission

Teamwork

  • Ability to work independently and to collaborate with other MFS staff and volunteers and to model effective teamwork skills
  • Ability to proactively problem-solve and resolve conflict
  • Ability and commitment to continuous quality improvements and innovation of program
  • Ability to effectively manage and maintain confidential and sensitive information
  • Experience in program development and effective training techniques for staff
  • Commitment to participate as a member of the Program Management and Management Teams
  • Ability to work independently and to collaborate with other MFS staff and volunteers to model effective teamwork skills
  • Commitment to provide overall agency program support to ensure excellence in programs and delivery of services

 

Education and Experience Requirements:

  • Minimum of a BA/BS in communications, public service, human services or equivalent related experience
  • Fluency (read, write and speak) in languages in addition to English is beneficial

 

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:

Currently, some work is performed in an office environment, at community events, and/or at other locations as deemed necessary.  During COVID, position may work remotely as is feasible. 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, fax machine, 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.

You may apply using our online application system at http://www.metfamily.org/employment. You may also apply by fax at (503) 249-1480 or mail to MFS, 2200 NE 24th Avenue, Portland, OR 97212. Please indicate position title for which you are submitting your resume. Please note the job number in your cover letter.

Metropolitan Family Service

Position Description

Position Title:          Virtual Tax Services Coordinator – MFS Cash Oregon

Status:                      Exempt

Reports To:              Program Manager – MFS Cash Oregon   

FTE:                          1.0 (40 hours/week)

Dept/Program:       Economic Empowerment – MFS Cash Oregon

Created:                    January 2022                                     Job Number: COVC0123  

__________________________________________________________________________________________________________________________________

MFS requires all employees to have completed a full dose vaccine for COVID-19. Proof of vaccine status will be required before an employee may begin work. Questions regarding this policy should be directed to the MFS Human Resources Department.

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.

Values:

  • 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 supervisor of the Program Manager – MFS Cash Oregon, the Virtual Tax Services Coordinator for MFS CASH Oregon will provide coordination, organization, and supervision for virtual volunteer tax preparation. The Virtual Tas Services Coordinator will oversee team assignments, providing guidance and mentorship, answering tax law questions, supporting volunteers, troubleshooting issues and elevating challenges. The role may also include scheduling client appointments, answering tax law, and providing overarching customer service to prospective clients The Virtual Tax Services Coordinator will provide customer service to low-income clients and tax preparation support. The Virtual Tax Services Coordinator will organize and develop virtual tax preparation systems that can be taken throughout the state. This position may work both remotely and in person as program needs determine.

Essential Duties and Responsibilities:

Virtual Tax Services Coordinator

  • Oversees preparation of tax returns and confirms all returns are correct
  • Drives team motivation to positively impact weekly goals
  • Provides exceptional support to volunteers, managing and answering any questions they may have
  • Provides excellent customer service using a case management ticketing tool, resolving issues and making sure clients receive all the services for which they are eligible
  • Participates in tax preparation and quality review training sessions
  • Troubleshoots issues such as case management ticketing problems for clients and volunteers, and escalates unresolved issues as needed to reach an appropriate resolution
  • Provides scheduling and customer service support for clients signing up for tax preparation appointments

Volunteer Management

  • Direct the work of and provide feedback to volunteers working with the program
  • Support and answer questions from volunteers as they connect with customers
  • Build relationships with volunteers and ensure all volunteers have a positive experience

Program Development and Improvement

  • Identify and develop processes, procedures, & resources to build and expand virtual volunteer opportunities

 

 

Knowledge, Skills and Abilities Required:

  • Demonstrated strong proficiency with technology including coaching others to use technology effectively and troubleshooting technical problems
  • Proven exceptional customer service skills serving diverse communities
  • Demonstrated volunteer management experience with an emphasis on serving with a large number of volunteers
  • Proven strong interpersonal, relationship-building and strong leadership skills; has a results-oriented approach with a winning attitude
  • Demonstrated ability to motivate a team to achieve weekly goals; ability to stay calm during high-stress times, and able to work well in a fast-paced remote work environment
  • Proven high degree of flexibility and adaptability
  • Proven ability to use TaxSlayer or relevant tax preparation software
  • Ability to speak a second language is helpful
  • Ability to be flexible with work shifts including weekend work
  • Strong program development and management skills
  • Willingness to receive further tax training and be VITA tax law certified
  • Clear understanding of income and wealth gaps (by economics, race, & gender), under- resourced communities & inequity
  • Ability to manage multiple projects simultaneously

 

CORE VALUES

Equity & Social Justice

  • Values working in a multi-cultural, 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

  • Ability to work effectively in collaboration within all program areas of MFS as well as other agencies
  • Ability and commitment to work effectively within a team-dependent environment and provide leadership and support to staff to demonstrate effective team dynamics
  • Ability to work and communicate effectively with a broad range of individuals and groups
  • Ability to connect position roles and agency mission

Teamwork

  • Ability to work independently and to collaborate with other MFS staff and volunteers and to model effective teamwork skills
  • Ability to proactively problem-solve and resolve conflict
  • Ability and commitment to continuous quality improvements and innovation of program
  • Ability to effectively manage and maintain confidential and sensitive information
  • Experience in program development and effective training techniques for staff
  • Commitment to participate as a member of the Program Management and Management Teams
  • Ability to work independently and to collaborate with other MFS staff and volunteers to model effective teamwork skills
  • Commitment to provide overall agency program support to ensure excellence in programs and delivery of services

 

Education and Experience Requirements:

  • Minimum of a BA/BS in communications, public service, human services or equivalent related experience
  • Fluency (read, write and speak) in languages in addition to English is beneficial

 

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:

Currently, some work is performed in an office environment, at community events, and/or at other locations as deemed necessary.  During COVID, position may work remotely as is feasible. 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, fax machine, 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.

You may apply using our online application system at http://www.metfamily.org/employment. You may also apply by fax at (503) 249-1480 or mail to MFS, 2200 NE 24th Avenue, Portland, OR 97212. Please indicate position title for which you are submitting your resume. Please note the job number in your cover letter.

Listing Type
Jobs
Categories
Nonprofit | Social Services
Position Type
Full Time
Experience Level
Mid Level
Employer Type
Direct Employer
Salary
$43,680.00 - $45,000.00 Salary/year
Salary Type
/yr.

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