Tax Coordinator

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

Overview

PLEASE NOTE: Polston is hiring remote telework positions for workers located in AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, MD, MA, MO, MT, NE, NH, NJ, NM, NC, OH, OK, PA, SC, TN, TX, UT, VA, and WI. Polston is not currently accepting applications from any additional states. Remote workers may telework for Polston entities only from locations listed as hiring locations.

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

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.

What we can give you

• A collaborative, team-based work atmosphere where the team works together to impact clients’ lives daily.
• Paid volunteer events and company-sponsored events to foster connection and community.
• Investment in employees with opportunities to grow your career.
• Caring for your whole well-being with a benefits package including medical, dental, and vision insurance, short- and long-term disability, life insurance, pet insurance, and a gap plan for eligible employees.
• Additional benefits including paid time off (PTO) such as sick days and vacation days, paid holidays, and a 401(k) with matching when eligible.
• Competitive salary with a pay range that reflects skills, experience, and education.

Requirements

• Tax or accounting firm experience, preferred.
• The ability to switch between tasks based on importance and urgency.
• Basic computer skills such as keyboarding and email etiquette.
• 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.
• Exceptional interpersonal, negotiation, and conflict resolution skills with strong follow-up.
• 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.
• Access to required equipment: computer, laptop, monitor(s), and/or smartphone; internet with a minimum of 50 Mbps (recommended 100 Mbps).
• Satisfactory background and reference checks including employment verification.

About Polston

Polston Tax Resolution & Accounting was founded in 2001 with the mission of helping people escape the nightmare of owing back taxes. Today, the firm offers full-service tax and accounting services to clients who owe back taxes to the IRS or state.