Lead Tax And Financial Services Coordinator Iii

Mac's List•Portland, OR

64d•$63,338 - $65,268•Onsite

About The Position

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. 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 Under the general supervision of the Tax and Financial Services Manager, the Lead Tax and Financial Services Coordinator III will oversee and implement Volunteer Tax Preparation activities at the MFS Plaza location. This role requires strong supervisory and management skills to effectively lead staff and coordinate a team of volunteers.

Requirements

Licensed Tax Consultant or as an IRS-certified volunteer tax preparer or ability to become an IRS-certified volunteer tax preparer
Strong knowledge of federal and Oregon tax codes, particularly as they impact low-income populations
Clear understanding of income and wealth disparities across economics, race, and gender, and how these inequities affect under-resourced communities
Experience providing instruction and or training to volunteers.
Ability to make good decisions in a stressful, fast paced, environment
Ability to effectively manage and disseminate confidential and sensitive information
Demonstrated ability to collaborate effectively with management, volunteers, direct service staff and external organizations to meet mission aligned goals
Excellent verbal and written communication skills
Ability to work independently while also contributing across all agency program areas
Experience in trauma-informed approaches to case management
Ability to recognize and manage critical incidents in compliance with mandatory reporting requirements
Ability to maintain appropriate professional boundaries and uphold confidentiality standards
Strong problem-solving skills with the ability to resolve conflicts proactively.
Proficiency in Microsoft Office Suite and general computer literacy.
Ability to manage multiple projects simultaneously
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
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
Minimum of a BA/BS in public service or human services or equivalent related experience
Experience with database management and quality assurance
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.

Nice To Haves

Fluency and ability to communicate effectively in languages in addition to English is strongly preferred

Responsibilities

Supervision and Management: Work collaboratively and in alignment with the CASH management team to ensure consistent communication, unified decision-making, and the promotion of an inclusive, respectful workplace culture.
Work collaboratively with other Tax and Financial Services Coordinators to achieve programmatic goals
Supervise Tax and Financial Services Coordinator(s), client facilitators, interpreters, and a volunteer base. Provide mentorship and guidance to staff and volunteers ensuring effective operations. contract compliance, and mission alignment.
Emergency Response: Respond to and de-escalate on-site emergencies involving clients and volunteers, maintaining a safe and supportive environment.
Team Coordination: Organize the hiring process for tax site staff, and coordinate a volunteer team to ensure robust tax services.
Training Development: Collaborate with the volunteer development team to create training content and facilitate training workshops for volunteers, enhancing their skills and effectiveness.
Communication and Logistics: Manage office needs at the Plaza site, including supplies and equipment, while effectively communicating operational requirements.
Quality Assurance: Oversee and provide quality reviews on tax returns year-round, ensuring compliance with federal and Oregon tax codes, particularly for low to moderate income families.
Financial Services Implementation: Implement financial service activities at tax sites, including disbursal of prepaid debit cards and information on savings programs.
Client Interaction: Skillfully triage issues with clients, balancing multiple tasks and demands in a fast-paced environment while providing excellent customer service.
Collaboration: Serve on the Operations Committee and prepare materials and resources for tax sites, supporting MFS CASH Oregon's cross-program initiatives.
Facilitate ITIN services: Oversee and provide ITIN application services - Acting as a Certified Acceptance Agent.
Attend supervision meetings with the CASH Operations Manager
Additional Duties: Support other tax sites as needed and perform other duties as assigned.