LIMITED DURATION - TAX SITE AND TECHNOLOGY COORDINATOR
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Skills
About the role
Metropolitan Family Service
Position Description
Position Title: Tax Site and Technology Coordinator I - Limited Duration
Department/Program: Economic Empowerment – MFS CASH Oregon
Location: MFS Plaza Office, 919 NE 19th Ave, Suite 200, Portland
Status: Exempt
Reports To: Lead Virtual Services and Technology Coordinator III
FTE: 1.0 (40 hours/week)
Limited Duration: November 15, 2026 – May 30, 2027
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:
The Tax and Technology Coordinator I will provide critical operational and technical support to the virtual tax site and physical tax site setup, under the supervision of the Lead Virtual Services and Technology Coordinator III. This role assists in coordinating virtual tax preparation activities, quality review of tax files, IT troubleshooting, and physical site technology setups, ensuring a seamless and client-focused tax preparation experience.
Essential Duties and Responsibilities:
Virtual Tax Site Support:
- Client Support: Guide clients through the virtual tax process, answer questions, assess needs, and de-escalate concerns with empathy and respect.
- Workflow Coordination: Help coordinate virtual tax preparation activities and volunteer assignments to support timely, organized service.
- Tax Preparation and Quality Review: Conduct client intake, prepare tax returns, and perform quality reviews to ensure accuracy and compliance with IRS requirements.
- Technical Assistance: Help clients and volunteers navigate the virtual platform and troubleshoot routine technology and software issues.
- Volunteer Support: Assist with volunteer onboarding, training, and ongoing engagement, fostering an inclusive and supportive environment throughout the tax season.
Physical Tax Site Technology Coordination:
- Equipment and Site Setup: Assist with delivering and setting up IT equipment and materials at physical tax sites in collaboration with CASH IT and site coordinators.
- Technical Support: Monitor the technical support phone line, troubleshoot routine hardware and connectivity issues, and escalate complex problems the Lead Virtual Services and Technology Coordinator III.
- Inventory and Documentation: Track equipment and supplies, maintaining accurate inventory and site setup records.
- Additional Duties: Attend supervisory meetings, assist other sites as needed, and fulfill other tasks as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Tax Knowledge:
- Ability to maintain composure and professionalism in fast-paced or stressful environments.
- Technically savvy with the ability to troubleshoot IT issues.
- Strong interpersonal and communication skills, with empathy for volunteers and underserved clients.
- Organizational skills to manage multiple tasks and assist with site logistics.
- 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
Education and Experience:
- BA/BS in public service, human services, or related field preferred; or equivalent relevant experience.
- Experience supporting technology operations or volunteer coordination preferred.
- Experience or familiarity with tax preparation processes is a plus but not required.
- Ability to communicate effectively in languages beyond English strongly preferred.
CORE VALUES
Equity & Social Justice
- Values working in a multicultural, diverse environment
- Values and supports inclusion and program access for clients