Client Specialist I

We’re eager to find a  Client Specialist  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. This is not a remote position. Salary for this position is $35,500/year.

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 Client Specialist is the main point of contact for the company and provides a positive, friendly, and professional demeanor that sets the tone for a strong relationship between our clients and the company.

• Communicate with current and potential clients regarding services the company provides through face-to-face interaction, over the phone, or by email.
• Assist attorneys, accountants, and case managers with client communication.
• Prepare legal documents.
• Maintain company schedule and caller database.
• Maintain and update large and intricate spreadsheets.
• Update case notes in internal case management software.
• Perform other job-related duties as assigned.

What Do You Need?

Essential Functions of the job:

• Work an 8-hour shift with 1 hour break, able to work shift hours agreed to in interview and/or dictated by supervisor or manager, schedule is always subject to change due to business needs.
• Reliable transportation (if applicable), able to drive to and/or commute between office locations (if applicable).
• Must be able to remain in a stationary position 50% of the time. There may be extended periods of sitting, standing, and/or bending; listening, talking and/or visual concentration; writing and/or computer use.
• The person in this position needs to occasionally move about inside the office to access filing cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range (within a few feet of the observer).
• There will be periodic lifting. Frequently moves boxes and other lifting, weighing up to 20 pounds across office for various needs.
• Regular pressure to meet productivity standards
• Frequent exposure to pressure caused by deadlines and busy periods
• May be required to drive to pick up supplies, to deliver paperwork to other office, and/or collect mail from post office
• The noise level in the work environment is usually low moderate but may occasionally exceed those levels.
• Office lighting may vary from moderate to bright (LED lighting

What Do You Need?

The Client Specialisthas a positive attitude and customer service mindset with a strong work ethic.

• Resume with current information .
• The skill to switch back and forth between tasks based on their importance and urgency.
• Basic computer skills such as keyboarding, email etiquette, and working with Microsoft Office.
• A team player who works hard to achieve good results in the tasks they have been given.
• Outstanding verbal and written communication skills.
• Excellent organizational skills with the skill to prioritize tasks efficiently.
• 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.
• 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.

Salary for this position is $35,500/year.

Equal Opportunity Employer

Job Type: Full-time

Pay: $35,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Application Question(s):

• What is your salary expectation?

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Required)
• Computer skills: 1 year (Required)

Ability to Relocate:

• Oklahoma City, OK 73116: Relocate before starting work (Required)

Work Location: In person