Tax Assistant

Polston Tax Resolution & Accounting; Norman (OK); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid volunteer events

Company events

Career growth

Well-being benefits

PTO & Holidays

401K matching

Job summary

Polston Tax Resolution & Accounting is seeking a Tax Assistant to support the tax department in a detail-oriented, client-facing role. You will manage communications with clients, coordinate meetings, handle documents, and assist with deadlines while maintaining organized systems.

The position emphasizes teamwork, accuracy, and the ability to work remotely during office closures if duties permit. A positive attitude, excellent communication, and strong time management are essential for success

Qualifications

• Positive attitude and customer service mindset.
• Proficient with Microsoft Office Suite or related software including Adobe.
• Excellent verbal and written communication skills.
• Excellent organizational skills with the ability to prioritize tasks.
• Capacity to work independently or with little supervision.
• Coachable mindset and student mentality.
• Access to required equipment (computer, monitor, etc.).
• Ability to work eight-hour shifts with breaks and schedule.
• Ability to work remotely during office closures if duties allow.

Responsibilities

• Communicate with clients regarding the status of their tax returns and coordinate conferences/meetings with Tax Accountants.
• Respond promptly to client inquiries and requests.
• Coordinate all incoming and outgoing shipments/mail/packages.
• Ensure documents are processed following established systems.
• Coordinate tax returns deadlines with internal departments.
• Maintain organized file/storage areas and keep forms ready for accountants.
• Manage electronic document filing and organization.
• File job folders and documents as required.
• Assist tax department staff and managers.
• Work remotely when the office is closed due to weather or outages.

Skills

Customer service

Communication skills

Organizational skills

Time management

Team player

Integrity and confidentiality

Adaptability

Attention to detail

Keyboarding

Tools

Microsoft Office Suite

Adobe

Job description

Description

We’re eager to find a Tax Assistant 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.

What Will You Do?

The Tax Assistant position is an administrative role that supports the tax department. *Tax Assistants do not prepare financial statements or tax returns.

• Communicate with clients regarding the status of their tax returns and coordinate conferences/meetings with the Tax Accountants.
• Respond in a timely manner to client inquiries and requests.
• Coordinate all incoming and outgoing shipments/mail/packages.
• Ensure documents are being processed in a manner that follows the systems in place.
• Communicate with internal departments and coordinate tax returns for deadlines.
• Maintain organization of file/storage/copy room in an orderly and neat manner (keep work areas clear, and necessary forms/paperwork available to tax accountants).
• Manage electronic document filing and organization.
• File job folders and other documents as required.
• Orchestrate the return of client documents as required.
• Assist tax department staff and managers.
• Work remotely when the office is closed due to inclement weather, power outage etc.
• 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.

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.

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 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.

Requirements

Tax Assistants have 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 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.
• Proficiency with Microsoft Office Suite or related software including Adobe.
• 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.
• Capacity to work on assigned tasks independently or with little supervision.
• 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.
• Access to the following equipment to perform the required work duties.
• 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.

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 services people who owe back taxes to the IRS or state but also boasts a full-service tax and accounting firm.