Tax Assistant

About the position

The Tax Assistant position at Polston Tax Resolution & Accounting is an administrative role focused on supporting the tax department. This role involves communication with clients, coordination of meetings, and management of documents and files, all while maintaining a collaborative team environment. The position requires a detail-oriented individual with strong organizational and time management skills, who can effectively juggle multiple priorities.

Responsibilities
• Communicate with clients regarding the status of their tax returns and coordinate conferences/meetings with the Tax Accountants.
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• Coordinate all incoming and outgoing shipments/mail/packages.
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• Ensure documents are being processed in a manner that follows the systems in place.
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• Communicate with internal departments and coordinate tax returns for deadlines.
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• Maintain organization of file/storage/copy room in an orderly and neat manner.
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• Manage electronic document filing on network drive.
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• File job folders and other documents as required.
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• Assist tax department staff and managers.
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• Work remotely when the office is closed due to inclement weather, power outage, etc.
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• Perform other job-related duties as assigned.

Requirements
• Positive attitude and customer service mindset with a strong work ethic.
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• Exceptional interpersonal, negotiation, and conflict resolution skills with great follow up.
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• Outstanding verbal and written communication skills.
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• Excellent organizational skills with the ability to prioritize tasks efficiently.
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• Capacity to work on assigned tasks independently or with little supervision.
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• Ability to accomplish tasks while demonstrating thorough concern for all areas involved.
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• Capacity to act with integrity, professionalism, and confidentiality.
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• Coachable mindset and student mentality.
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• Proficiency with Microsoft Office Suite or related software including Adobe.
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• Equipment such as computer, tablet, and/or phone to work remotely when necessary.
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• Internet - a minimum of 50 Mbps internet service with a recommended speed of 100 Mbps for optimal performance.

Nice-to-haves
• 1 year of customer service experience (Required)
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• 1 year of tax experience (Preferred)

Benefits
• Collaborative, team-based work atmosphere.
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• Paid volunteer events.
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• Fun company-sponsored events.
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• Investment in employees for career growth.
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• Medical, dental, and vision insurance.
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• Short- and long-term disability insurance.
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• Life insurance.
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• Pet insurance.
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• Paid time off (PTO) including sick days and vacation days.
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• Paid holidays.
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• 401K with matching when eligible.
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• Competitive salary based on skills, experience, and education.