Tax Assistant

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.

The hours for this in-office position are Monday-Friday from 8:00am-5:00pm in the Moore, OK office.

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.

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.
• 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 on network drive.
• File job folders and other 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.

What Do You Need?

Tax Assistants have a positive attitude and customer service mindset with a strong work ethic.

• Proficiency with Microsoft Word, Excel, and Outlook email and associated calendaring applications.
• Proficiency with Adobe Acrobat, preferred.
• 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.
• Proficiency with Microsoft Office Suite or related software including Adobe.
• Equipment, such as computer, tablet and/or phone, to work remotely when the office is closed due to inclement weather, power outage etc.
• Internet - a minimum of 50 Mbps internet service with a recommended speed of 100 Mbps for optimal performance.
• Satisfactory background and reference checks.

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 through Aflac 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.

EOE

Job Type: Full-time

Pay: From $35,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Pet insurance
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• What is your salary expectation?

Experience:

• Customer service: 1 year (Required)
• Microsoft Excel: 1 year (Preferred)
• Microsoft Outlook: 1 year (Preferred)
• Microsoft Word: 1 year (Preferred)
• Adobe Acrobat: 1 year (Preferred)

Work Location: In person

Salary : $35,000