Mac's List Gresham , OR 97030
Posted 1 week ago
Description
Job Location: Impuestos CASH - Gresham, OR
Position Type: Full Time
Education Level: 4 Year Degree
Salary Range: $52,488.00 Salary/year
Travel Percentage: Negligible
Job Shift: Day
Job Category: Nonprofit
Description
Metropolitan Family Service
Position Description
Position Title: Tax and Financial Services Coordinator
Dept/Program: Economic Empowerment
Location: MFS Gresham Office
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:
Fluency (including reading, writing and speaking) in English and Spanish is required. Fluency will be determined during the interview process.
Experience working in a team in high stress direct service environments that requires flexibility and strong customer service skills
Ability to effectively and proactively problem-solve and resolve conflict
Experience with tax preparation, as a Licensed Tax Consultant or experience as a IRS certified volunteer tax preparer preferred
Demonstrated understanding of the federal and Oregon tax codes and how they affect lower income populations
Clear understanding of income and wealth gaps (by economics, race, & gender), under- resourced communities and inequity
Experience with providing instruction to volunteers and/or training of volunteers
Experience working collaboratively between teams within an organization and/or between external organizations
Ability to work independently and to be collaborative across all agency program areas
Experience with trauma informed approaches to service provision
Ability to recognize and manage critical incidents within program and/mandatory reporting regulations and responsibilities
Familiarity with using data to understand progress towards performance goals
Ability to effectively manage and disseminate confidential and sensitive information
Ability to maintain professional boundaries
Possesses strong verbal and written communication skills
Excellent technology skills including Google and Microsoft Office Suite
Ability to manage multiple projects simultaneously
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.
Metropolitan Family Service
Position Description
Position Title: Tax and Financial Services Coordinator
Dept/Program: Economic Empowerment
Location: MFS Gresham Office
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
Knowledge, Skills and Abilities Required:
Fluency (including reading, writing and speaking) in English and Spanish is required. Fluency will be determined during the interview process.
Experience working in a team in high stress direct service environments that requires flexibility and strong customer service skills
Ability to effectively and proactively problem-solve and resolve conflict
Experience with tax preparation, as a Licensed Tax Consultant or experience as a IRS certified volunteer tax preparer preferred
Demonstrated understanding of the federal and Oregon tax codes and how they affect lower income populations
Clear understanding of income and wealth gaps (by economics, race, & gender), under- resourced communities and inequity
Experience with providing instruction to volunteers and/or training of volunteers
Experience working collaboratively between teams within an organization and/or between external organizations
Ability to work independently and to be collaborative across all agency program areas
Experience with trauma informed approaches to service provision
Ability to recognize and manage critical incidents within program and/mandatory reporting regulations and responsibilities
Familiarity with using data to understand progress towards performance goals
Ability to effectively manage and disseminate confidential and sensitive information
Ability to maintain professional boundaries
Possesses strong verbal and written communication skills
Excellent technology skills including Google and Microsoft Office Suite
Ability to manage multiple projects simultaneously
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.
Salary52,488.00 Annual
Listing Type
Jobs
Categories
Finance | Nonprofit | Social Services
Position Type
Full Time
Employer Type
Direct Employer
Salary Min
52488.00
Salary Max
52488.00
Salary Type
/yr.
Mac's List