Remote Tax Coordinator: Client Liaison & Scheduler

Polston Tax Resolution & Accounting; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with matching

PTO and holidays

Volunteer events

Company-sponsored events

Disability insurance

Life insurance

Pet insurance

Gap plan

Job summary

Polston Tax Resolution & Accounting is seeking a remote Tax Coordinator located in the United States to join a collaborative team. The role focuses on coordinating tax document gathering, client communication, and timely follow-ups without performing tax preparation.

The candidate should have strong organizational skills, excellent written and verbal communication, and comfort with client interaction in a fast-paced environment. Remote work supported from listed states.

Qualifications

• Tax or accounting firm experience preferred.
• The ability to switch between tasks based on importance and urgency.
• Proficient with Microsoft Office Suite or related software, including the ability to quickly learn the organization’s systems.
• A team player with a strong work ethic.
• A positive attitude and customer service mindset.
• Outstanding verbal and written communication skills.
• Excellent organizational skills with the ability to prioritize tasks efficiently.
• Attention to detail and thoroughness in all areas involved, regardless of size.
• Integrity, professionalism, and confidentiality in all actions.
• Ability to function in a fast-paced environment.
• Comfortable with significant client interaction.
• Enjoys problem solving and working through issues with clients and team members.
• Adaptable and a strong team player when priorities shift or challenges arise.
• Coachable mindset and a learning-oriented attitude.

Responsibilities

• Tax Coordinators 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 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.

Skills

Attention to detail

Time management

Microsoft Office

Customer service

Interpersonal skills

Organizational skills

Problem solving

Team player

Tools

Microsoft Office Suite

Job description

Polston Tax Resolution & Accounting is seeking a remote Tax Coordinator located in the United States to join a collaborative team. The role focuses on coordinating tax document gathering, client communication, and timely follow-ups without performing tax preparation.

The candidate should have strong organizational skills, excellent written and verbal communication, and comfort with client interaction in a fast-paced environment. Remote work supported from listed states.