We’re eager to find a Tax Coordinator who enjoys connecting with people, knows being detail-oriented is one of their strengths, and has excellent time management skills when juggling multiple competing priorities. Join us and be part of a collaborative team environment where your contributions positively impact your colleagues, the company, and yourself. 

Salary is from $37,000.00 - $42,000.00 per year   

Who Are We?

Polston Tax Resolution & Accounting was founded in 2001 with the mission of helping people escape the nightmare of owing back taxes. Today, the firm not only assists those who owe back taxes to the IRS or state but also proudly operates as a full-service tax and accounting firm. 

What Will You Do?

Tax Coordinators will serve as a liaison between the client and their tax team. *Tax Coordinators do not prepare financial statements or tax returns.

• Identify and gather documents required for income tax return preparation.
• Follow-up with clients on a consistent basis regarding pending documents and the status of their account via phone, text, and email.
• Communicate with clients via phone, text, and email on a consistent basis regarding updates and deadlines.
• Communicate with clients via phone, text, and email to gather necessary information and address any tax-related inquiries. 
• Respond in a timely manner to client inquiries and requests.
• Maintain electronic client files, tracking the receipt of documents and any remaining necessary information.
• Ensure proper and timely follow-up regarding client issues.
• Schedule appointments, ensuring all parties are informed of and kept aware of any updates.
• Assist with filing extensions.
• Perform other job-related duties as assigned.

Work Environment 

This position operates in a professional office environment and routinely uses standard office equipment such as computers, phones, copiers, printers, postage machine, and/or scanners.

• The noise level in the work environment is usually low moderate but may occasionally exceed those levels.
• Office lighting may vary from moderate to bright (LED lighting.)
• Regular pressure to meet productivity standards
• Frequent exposure to pressure caused by deadlines and busy periods

Physical Demands 

In this position there may be extended periods of sitting, standing, and/or bending; listening, talking and/or visual concentration; writing and/or computer use.

This role requires the ability to:

• remain in a stationary position 50% of the time.
• occasionally move about inside the office to access computers, phones, copiers, printers, postage machine, and/or scanners.
• communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• operate a computer and other office productivity machinery, such as phones, copiers, printers, postage machine, and/or scanners.
• observe details at close range (within a few feet of the observer.)
• lift up to 20 pounds as there will be periodic lifting and moving boxes across the office for various needs.
• occasionally drive to pick up supplies, to deliver paperwork to other offices, and/or collect mail from the post office.
• work an 8-hour shift with 1 hour break with the ability to work the shift hours agreed to in interview and/or dictated by supervisor and/or manager. Schedule is subject to change to meet business demands.
• work remotely when the office is closed due to inclement weather, power outage etc.

What we can give you

A collaborative, team-based work atmosphere - we bring our best selves to the table and work together to impact the lives of our clients every day.

• Paid volunteer events - we create an environment that supports and values the importance of giving back and serving others.
• Fun company-sponsored events - a great way to get to know each other better.
• Investment in employees - we pride ourselves on giving our employees the chance to grow their careers.
• Caring for Your Whole Well Being - our benefits package is designed with your well-being in mind. We offer medical, dental, and vision insurance in addition to short- and long-term disability, life insurance, pet insurance, and a gap plan for eligible employees.
• Additional benefits - paid time off (PTO) such as sick days and vacation days, paid holidays, 401K which includes matching when eligible
• Competitive Salary - a pay range that considers skills, experience, and education.

What Do You Need?

• Tax or Accounting firm experience, preferred.
• The skill to switch back and forth between tasks based on their importance and urgency.
• Basic computer skills such as keyboarding and email etiquette. 
• Proficient with Microsoft Office Suite or related software including Adobe with the ability to quickly learn the organization’s software systems.
• A team player who works hard to achieve good results in the tasks they have been given.
• A positive attitude and customer service mindset with a strong work ethic.
• Exceptional interpersonal, negotiation, and conflict resolution skills with great follow up.
• Outstanding verbal and written communication skills
• Excellent organizational skills with the skill to prioritize tasks efficiently.
• Ability to accomplish/complete a task while demonstrating a thorough concern for all the areas involved, no matter how small.
• Capacity to act with integrity, professionalism, and confidentiality.
• Capability to function in a fast-paced environment.
• Comfortable with a lot of client interaction
• Receives enjoyment from problem solving and working through issues with clients and team members.
• Adaptable and a team player when priorities shift, or unexpected challenges arise.
• Coachable mindset and student mentality.
• Access to the following equipment to perform the required work duties(required)
• computer, laptop, monitor(s), and/or smart phone
• internet with a minimum of 50 Mbps internet service with a recommended speed of 100 Mbps
• Satisfactory background and reference checks including employment verification.