LIMITED DURATION - TAX SITE AND TECHNOLOGY COORDINATOR

Metropolitan Family Service; Portland (OR); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Metropolitan Family Service seeks a Tax Site and Technology Coordinator I for a limited duration in Portland. This role supports both virtual and physical tax sites, coordinating tax preparation activities, reviewing returns for IRS compliance, and providing IT and technical support to volunteers and clients.

The position emphasizes client-centered service, adaptability, and collaboration with CASH Oregon staff.

Qualifications

• Able to maintain composure and professionalism in fast-paced environments.
• Experience with tax preparation processes is a plus.
• Familiarity with US and Oregon tax codes preferred.
• Strong communication and empathy for volunteers and clients.
• Willingness to learn and adapt to IRS requirements.

Responsibilities

• Guide clients through the virtual tax process with empathy and de-escalate concerns.
• Coordinate virtual tax preparation activities and volunteer assignments.
• Perform intake, tax return preparation, and quality reviews for IRS compliance.
• Provide IT troubleshooting and support for virtual platform and hardware.
• Assist with volunteer onboarding, training, and ongoing engagement.
• Support physical tax site technology setup and equipment delivery.

Skills

Tax knowledge

IT troubleshooting

Interpersonal skills

Organizational skills

Tax codes (US & OR)

Volunteer tax experience

Education

BA/BS in public service or related field

Tools

Tax software familiarity

Job description

Metropolitan Family ServicePosition DescriptionPosition Title: Tax Site and Technology Coordinator I - Limited DurationDepartment/Program: Economic Empowerment – MFS CASH OregonLocation: MFS Plaza Office, 919 NE 19th Ave, Suite 200, PortlandStatus: ExemptReports To: Lead Virtual Services and Technology Coordinator IIIFTE: 1.0 (40 hours/week)Limited Duration: November 15, 2026 – May 30, 2027General 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.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 hireEducation 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 VALUESEquity & Social JusticeValues working in a multicultural, diverse environmentValues and supports inclusion and program access for clientsSupports agency goals for reducing disparity in outcomes for communities of colorAdopts anti-racism approaches to services by understanding and acknowledging systemic and individual racism and privilegeCollaboration and TeamworkAbility to collaborate and communicate effectively with a broad range of individuals and groups within all program areas of MFS as well as other agenciesValues the inclusion of multiple voices, including clients/service users, in the design and implementation of programs and services.Education and Experience Requirements:BA/BS in public service, human services, or related field preferred; or equivalent relevant experienceExperience 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.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 drivers 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 is an in-person position, primarily based at MFS CASH Oregon main office at Plaza. Occasional flexibility for remote work may be considered with prior supervisor approval. The employee may also be required to work or travel to other program locations as needed to support operational needs.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. Position will be working in an office environment which is often busy and has elevated levels of noise. This position will require moderate lifting of materials and equipment up to 50 pounds.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.