LIMITED DURATION - LEAD TAX AND FINANCIAL SERVICE COORDINATOR
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Skills
About the role
Metropolitan Family Service
Position Description
Position Title: Lead Tax Site Coordinator III - Limited Duration
Dept/Program: Economic Empowerment – MFS CASH Oregon
Location: MFS Beaverton Office
8285 SW Nimbus Ave, Suite 140
Beaverton, OR 97008
Status: Exempt
Reports To: Tax and Financial Services Manager
FTE: 1.0 (40 hours/week)
Limited Duration November 1, 2026 – May 30, 2027
Created: October 2026 Job Number: LTCLDB1007
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 Tax & Financial Services Manager, the Lead Tax Site Coordinator III is responsible for overseeing and executing Volunteer Tax Preparation activities at the MFS Beaverton location. This role demands exceptional de-escalation and composure skills to effectively manage a fast-paced, dynamic environment. The coordinator will efficiently lead, schedule, and support a diverse team of volunteers and staff, ensuring seamless operations. Additionally, the position requires sharp analytical and research abilities to provide accurate guidance and support to both volunteers and staff in real time.
Essential Duties and Responsibilities:
- Client Support and De-escalation: 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.
- Leadership and Team Coordination: 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.
- Prioritization and Decision-Making: Quickly assess situations, prioritize competing demands, and make sound decisions in a fast-paced environment to keep services flowing seamlessly.
- Volunteer Support and Development: Create a welcoming atmosphere where volunteers can grow their skills, collaborate, and feel valued while supporting clients with compassion.
- Operational Management: Collaborate with supervisor and other Tax Site Coordinators to maintain consistent communication, coordinate hiring and scheduling, and ensure resources and logistics meet site needs.
- Quality Assurance: Monitor and review tax preparation services to ensure compliance and accuracy, providing guidance while supporting volunteers and staff.
- Emergency Response: Respond calmly and promptly to emergencies involving clients or volunteers, maintaining safety and support.
- ITIN Services: Facilitate ITIN application services as a Certified Acceptance Agent.
- Additional Duties: Attend supervisory meetings, assist other sites as needed, and fulfill other tasks as assigned.
Qualifications
Knowledge, Skills and Abilities Required:
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
Client-Focused Communication:
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
Organizational and Operational Skills:
- Proven ability to manage multiple tasks and teams efficiently
- Strong collaborator across teams and external partners
- Comfortable coordinating logistics, scheduling, and resource management
Tax Knowledge:
- Familiarity with or ability to quickly learn relevant federal and Oregon tax codes
- Licensed tax consultant or IRS-certified volunteer tax preparer experience preferred but not required at hire