TEMPORARY CLIENT FACILITATORS- IMPUESTOS

Position Title: Client Facilitator - Temporary

Reports To: Lead Tax and Financial Services Coordinator

Location: 500 NW Eastman Parkway, Gresham, OR 97030

Dept/Program: MFS Cash Oregon FTE: 16 - 30 hours per/week

Limited duration: January 2026 - April 2026

Status: Non-exempt

Created: October 2025

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.

This is a temporary, limited duration position, working from approximately January 14, 2026 and ending on or before April 30, 2026. The position hours will vary from 16-30 hours per week and this position requires availability as follows: Wednesday and Thursday 7:30am-4:00pm, Friday 8:30am-5:00pm, Saturday and Sunday 7:30am- 4:00pm.

Values:

• 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 supervision of the Lead Tax and Financial Services Coordinator, the Client Facilitator will provide the first point of contact for the public who come to the MFS CASH Impuestos Comunitarios tax site. The Client Facilitator is responsible for checking in and assisting clients through the intake process. The Client Facilitator will answer phone inquiries, triage tax clients, and assist them into the tax process as well as provide data entry support. MFS CASH Impuestos Comunitarios is a culturally specific program of MFS CASH Oregon assisting Spanish speaking clients. Ability to communicate fluently (read, write and speak) in Spanish and English is 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 disparities 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

Essential Duties and Responsibilities

• Provide a welcoming environment to clients as they enter the tax site
• Perform initial client screening to determine if client is ready and qualifies for MFS CASH Oregon services
• Respond to questions about general services provided; Client Facilitators are not authorized to answer tax questions
• Assist clients through the intake process and setting up appointments
• Answer phone calls and return calls to clients
• Provide resource and referral information to related services and provide any available literature to clients
• Ensure strict levels of confidentiality at all times, protecting the security of the clients personal information and records
• Provide data entry support as directed
• Ensure waiting area for clients is organized, efficient and orderly
• Keep volunteer breakroom and bathroom clean and organized
• All positions should be expected to staff and support other tax sites when needed

Knowledge, Skills and Abilities Required:

• Possesses excellent customer service skills and experience working with diverse populations in high stress environment
• Ability to effectively manage and maintain confidential and sensitive information
• Work effectively within a team-dependent environment
• Ability to manage multiple projects simultaneously
• Demonstrate flexibility to adapt to changing priorities and responsibilities depending on the needs of the program
• Possesses excellent time management, prioritization and organizational skills
• Ability to work all scheduled hours and maintain availability through the duration of the assignment
• Successful knowledge of and competency to operate a personal computer and utilization of the internet
• Competency in using Microsoft Office and Google Suite
• Ability to work with scheduling software

Education and Experience Requirements:

• High School diploma, GED or equivalent related experience
• Customer service and/or reception experience
• Ability to communicate in fluently (read, write and speak) Spanish and English is required.

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 which includes a fingerprint 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.

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.

Work Environment:

Work will be completed in person at the Beaverton office location. Work is normally performed in a collaborative classroom/office environment and/or at other locations as deemed necessary. May require occasional early morning, weekend or evening work. Position requires regular use of computer, telephone, copier and may require accessing locations by use of stairs.

Position requires ability to sit for extended periods as well as stand occasionally. Position requires use of computer, telephone, and copier. 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 20 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.

Application Instructions:

You may apply using our online application system http://www.metfamily.org/employment. If you are unable to apply using our online system you may mail your resume to MFS, 919 NE 19th Ave, Suite 200, Portland, OR 97232. Please note the position title for which you are submitting your resume.