LIMITED DURATION TAX AND FINANCIAL SERVICES COORDINATOR I - BEAVERTON

METROPOLITAN FAMILY SERVICE•Beaverton, OR
•$55,640 - $57,253•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. 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. Under the general supervision of the Lead Tax Site Coordinator III, the Tax Site Coordinator I provides daily operational support and coordination for the Volunteer Tax Preparation activities at the MFS Beaverton location. This role ensures the site runs efficiently, volunteers are supported, and taxpayers receive high-quality service. The ideal candidate thrives in a fast-paced environment, possesses excellent customer service skills, and can maintain composure under pressure. Additionally, this role will assist with seasonal volunteers and staff scheduling and administrative issues and to overall ensure robust and accurate tax services are provided.

Requirements

  • Exceptional ability to remain calm and focused under pressure and to instill that calm in others
  • Effective prioritization and organizational 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 - i.e. able to triage and assist with general printer, computer, internet issues that may arise
  • 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 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.
  • Experience managing teams or volunteers in dynamic, high-pressure environments, with an ability to prioritize, delegate, and support diverse groups
  • 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

  • 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

  • Maintain a calm demeanor in a fast paced environment, skillfully triaging client needs and managing conflicts with empathy, helping to ease client stress and fear related to tax processes.
  • Foster a calm, organized, and inclusive workplace by mentoring staff and volunteers of diverse backgrounds. Delegate tasks effectively to ensure smooth, efficient operations during high-demand times.
  • Quickly assess situations, prioritize competing demands, and make sound decisions in a fast-paced environment to keep services flowing seamlessly.
  • Create a welcoming atmosphere where volunteers can grow their skills, collaborate, and feel valued while supporting clients with compassion.
  • Monitor and review tax preparation services to ensure compliance and accuracy, providing guidance while supporting volunteers and staff.
  • Respond calmly and promptly to emergencies involving clients or volunteers, maintaining safety and support.
  • Facilitate ITIN application services as a Certified Acceptance Agent.
  • Attend team meetings, assist other sites as needed, and fulfill other tasks as assigned.

Benefits

  • FTE: 1.00 (40 hours/week)
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