Description

Metropolitan Family Service

Position Description

Position Title: Tax and Financial Services Coordinator – Impuestos Comunitarios

Dept/Program: Economic Empowerment – MFS CASH Oregon

Location: MFS Gresham Office - 500 NW Eastman Parkway, Gresham OR

Status: Exempt

Report to: Lead Tax and Financial Services Coordinator

FTE: 1.0 (40 hours/week)

Created: June 2024 Job Number: TSCI0621

____________________________________________________________________________________________

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 Lead Tax & Financial Services Coordinator, the Tax and Financial Services Coordinator I will be responsible for implementing and delivering direct tax and financial services for the Impuestos Comunitarios 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 is an in person position working primarily at the Impuestos Comunitarios tax site.

Essential Duties and Responsibilities

• Prepare and Quality Review tax returns at the Impuestos Communitarios tax site year round
• Act as secondary site coordinator under leadership of the Lead Tax and Financial Services Coordinator, including coordinating staff and volunteers
• Facilitate ITIN services as a Certified Acceptance Agent
• Implement financial services activities at the tax sites such as facilitating the enrolment of prepaid debit cards, encouraging savings programs, and beyond
• Serve on Operations Committee and prepare materials, facilities and equipment for Impuestos Comunitarios and all volunteer tax sites
• Coordinate and manage collection of client stories
• All positions should be expected to staff and support other tax sites when needed
• Other duties as assigned

Qualifications

Knowledge, Skills and Abilities Required:

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 input and quality assurance
• Experience with tax preparation or other related financial fields is preferred
• Experience as a IRS certified volunteer tax preparer is preferred
• Fluency and ability to communicate effectively (including reading, writing and speaking) in Spanish and English is required for this position

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.