Client Specialist

Polston Tax Resolution & Accounting; Oklahoma City (OK); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Paid volunteer events

Company-sponsored events

Investment in employees

Well-being benefits: medical, dental,

PTO: sick days & vacation days

401K with matching

Job summary

Polston Tax Resolution & Accounting in Oklahoma City seeks a Client Specialist to connect with clients, manage documents, and support attorneys and accountants. This in-office role emphasizes accuracy, organization, and professional client interaction.

Expect duties spanning scheduling, client communication, and data management, with standard benefits and a 35,500 USD yearly salary. A collaborative team environment and opportunities for growth are highlighted in the description.

Qualifications

• Customer service mindset with strong work ethic.
• Ability to switch between tasks based on urgency.
• Basic computer skills including keyboarding and email etiquette.
• Team player who collaborates well to achieve results.
• Exceptional interpersonal, negotiation and follow-up skills.
• Outstanding verbal and written communication.
• Strong organizational and prioritization abilities.
• Integrity, professionalism and confidentiality in all duties.
• Coachable mindset and willingness to learn.
• Reliable transportation to commute between office locations.
• Capability to work remotely during office closures if duties allow.

Responsibilities

• Communicate with current and potential clients via face-to-face interaction, phone, or email.
• Assist attorneys, accountants, and case managers with client communication.
• Prepare legal documents.
• Maintain company schedule and caller database.
• Maintain and update large, complex spreadsheets with accuracy.
• Update case notes in internal case management software.
• Perform other job-related duties as assigned.

Skills

Customer service

Time management

Attention to detail

Communication

Team player

Integrity & confidentiality

Organizational skills

Coachable mindset

Problem solving

Multitasking

Tools

Microsoft Office

Job description

Description

We’re eager to find a Client Specialist 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.

The hours for this in-office position are Monday–Friday from 8:00 a.m.–5:00 p.m. With management approval, the schedule is subject to change to meet business demands. Unauthorized overtime is not permitted. This is not a remote position. Salary for this position is $35,500/year.

What Will You Do?

The Client Specialist is the main point of contact for the firm and provides a positive, friendly, and professional demeanor that sets the tone for a strong relationship between our clients and the firm.

• Communicate with current and potential clients regarding services the firm provides through face-to-face interaction, over the phone, or by email.
• Assist attorneys, accountants, and case managers with client communication.
• Prepare legal documents.
• Maintain company schedule and caller database.
• Maintain and update large, complex spreadsheets with a high level of accuracy and attention to detail.
• Update case notes in internal case management software.
• 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, telephones, copiers, printers, postage machines, and scanners.

• The noise level in the work environment is usually low to moderate but may occasionally exceed those levels.
• The lighting in the office may range from moderate to bright (LED lighting.)
• Employees in this role are regularly expected to meet established productivity standards under time constraints.
• Employees in this role may experience frequent periods of pressure, particularly during deadlines and high demand periods.

What Can We 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 to 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.

Requirements

The Client Specialist has a positive attitude and customer service mindset with a strong work ethic.

• The skill to switch back and forth between tasks based on their importance and urgency.
• Basic computer skills such as keyboarding, email etiquette, and working with Microsoft Office.
• A team player who works hard to achieve good results in the tasks they have been given.
• 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.
• The 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.
• Coachable mindset and student mentality.
• Reliable transportation able to drive to and commute between office locations.
• Equipment to work remotely when the office is closed due to inclement weather, power outage etc.
• A computer, laptop, monitor, tablet and/or smart phone.
• Internet - a minimum of 50 Mbps internet service with a recommended speed of 100 Mbps for optimal performance.
• Satisfactory background and reference checks

Physical Demands

The employee in this role:

• must be able to remain in a stationary position (e.g., sitting or standing) for approximately 50% of the workday.
• may occasionally be required to move about the office to access computers, telephones, copiers, printers, and other standard office equipment.
• must be able to communicate effectively to convey information so others can understand. This includes the ability to exchange accurate information in verbal and written form.
• must be able to operate a computer and other standard office productivity equipment, such as telephones, copiers, printers, and scanners.
• must have the visual acuity to observe details at close range (within a few feet), such as reading documents, viewing a computer screen, and inspecting small parts or information.
• must be able to lift and move items weighing up to 20lbs on occasion (e.g., moving boxes within the office to support operational needs).
• may occasionally be required to travel locally to pick up supplies, deliver paperwork to other offices, or retrieve mail from the post office.
• must be able to work an eight-hour shift with a scheduled one-hour break and maintain the agreed-upon work schedule established during the interview process.
• must be able to work remotely during office closures due to inclement weather, power outages, or other emergency situations, if job duties allow.

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.