LIMITED DURATION - LEAD TAX AND FINANCIAL SERVICE COORDINATOR

METROPOLITAN FAMILY SERVICE•Beaverton, OR

37d•$63,338 - $65,238•Onsite

About The Position

Metropolitan Family Service (MFS) is seeking a Limited Duration Lead Tax Site Coordinator III for its MFS CASH Oregon program. This full-time position, reporting to the Tax and Financial Services Manager, is responsible for overseeing and executing volunteer tax preparation activities at the MFS Beaverton location. The role requires exceptional de-escalation and composure skills to manage a fast-paced, dynamic environment, lead and support a diverse team of volunteers and staff, and provide accurate, real-time guidance. MFS is committed to creative problem-solving, building dynamic community-based programs, and fostering strong relationships through collaboration, with a commitment to diversity and inclusion.

Requirements

Leadership and Supervisory/Management Skills
Exceptional ability to remain calm and focused under pressure and to instill that calm in others
Effective prioritization and delegation skills in a fast-moving environment.
Strong mentor and motivator, creating a warm, supportive environment for volunteers and clients alike
Demonstrates empathy, self-awareness, and the ability to build strong, trusting relationships
Empathy toward clients facing barriers and fears around tax processes and government interactions
Skilled in de-escalation and conflict resolution
Clear and approachable communication with staff, volunteers, and clients
Proven ability to manage multiple tasks and teams efficiently
Strong collaborator across teams and external partners
Comfortable coordinating logistics, scheduling, and resource management
Familiarity with or ability to quickly learn relevant federal and Oregon tax codes
Proficiency with Microsoft Office and general computer use
Ability to handle sensitive information with discretion and professionalism
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.
Collaboration and Teamwork: Ability to collaborate and communicate effectively with a broad range of individuals and groups, values the inclusion of multiple voices in the design and implementation of programs and services.
Minimum of a BA/BS in public service or human services or equivalent related experience
Experience with database management and quality assurance
Proven experience managing teams or volunteers in dynamic, high-pressure environments, with an ability to prioritize, delegate, and support diverse groups
Personal transportation allowing for travel within the Portland Metropolitan area in a timely manner.
Valid driver's license for the state of residency, personal auto liability insurance coverage and a driving record permitting coverage under the agency auto liability policy.
Completion of a criminal background check.

Nice To Haves

Licensed tax consultant or IRS-certified volunteer tax preparer experience preferred but not required at hire
Fluency and ability to communicate effectively in languages in addition to English is strongly preferred

Responsibilities

Overseeing and executing Volunteer Tax Preparation activities at the MFS Beaverton location.
Maintaining a calm demeanor in a fast-paced environment, skillfully triaging client needs and managing conflicts with empathy.
Fostering a calm, organized, and inclusive workplace by mentoring staff and volunteers of diverse backgrounds.
Delegating tasks effectively to ensure smooth, efficient operations during high-demand times.
Quickly assessing situations, prioritizing competing demands, and making sound decisions in a fast-paced environment.
Creating a welcoming atmosphere where volunteers can grow their skills, collaborate, and feel valued.
Collaborating with supervisor and other Tax Site Coordinators to maintain consistent communication, coordinate hiring and scheduling, and ensure resources and logistics meet site needs.
Monitoring and reviewing tax preparation services to ensure compliance and accuracy, providing guidance while supporting volunteers and staff.
Responding calmly and promptly to emergencies involving clients or volunteers, maintaining safety and support.
Facilitating ITIN application services as a Certified Acceptance Agent.
Attending supervisory meetings, assisting other sites as needed, and fulfilling other tasks as assigned.