Bilingual Client Specialist; English​/Spanish

Description

We’re looking for a Bilingual Client Specialist who is fluent in both English and Spanish, enjoys connecting with people, and is passionate about helping others! The ideal candidate is an excellent communicator, detail-oriented, organized, and comfortable balancing multiple priorities in a fast-paced environment.

In this role, you'll be an important connection between our Spanish-speaking clients and their tax resolution teams, helping ensure clients feel supported, informed, and understood throughout the process of resolving their tax issues.

Join us and become part of a collaborative team where your bilingual skills will make a meaningful difference in the lives of our clients every day!

Schedule: Monday–Friday, 8:00 a.m.–5:00 p.m. This is an in-office position at our Norman, Oklahoma location and is not a remote position. Schedule adjustments may be made with management approval based on business needs. Unauthorized overtime is not permitted.

Polston Tax Resolution & Accounting was founded in 2001 with the mission of helping people escape the nightmare of owing back taxes. Today, our firm helps individuals and businesses resolve tax problems with the IRS and state taxing authorities while also providing full-service tax preparation, bookkeeping, and accounting services.

Our team of tax attorneys, CPAs, enrolled agents, and other professionals works together to help clients navigate complex tax situations and achieve lasting solutions.

As a Bilingual Client Specialist, you'll serve as a primary point of contact for clients and provide essential communication support to our attorneys, accountants, and case managers. A significant part of your role will involve helping our Spanish-speaking clients navigate the tax resolution process by providing accurate, professional interpretation and translation services.

• Provide English/Spanish interpretation during initial client consultations, meetings, and phone conversations between Spanish-speaking clients and our team members.
• Facilitate ongoing communication between Spanish-speaking clients and their attorneys, accountants, case managers, and other team members throughout the duration of their cases.
• Translate and clearly communicate case updates, document requests, next steps, deadlines, and other important information to Spanish-speaking clients.
• Assist with translating written communications, emails, and client-facing documents between English and Spanish as needed.
• Help ensure Spanish-speaking clients understand the information being communicated and can effectively ask questions and provide information to their case teams.
• Communicate with current and prospective clients regarding the firm's services through in-person interactions, phone calls, and email.
• Assist attorneys, accountants, and case managers with client communication and administrative support.
• Prepare administrative documents as directed.
• Maintain company schedules, client records, and caller databases.
• Maintain and update complex spreadsheets with a high level of accuracy and attention to detail.
• Document client interactions, case updates, and communication notes in internal case management software.
• Maintain professionalism, confidentiality, and accuracy when handling sensitive client and financial information.
• Perform other job-related duties as assigned.

We're looking for a dependable, compassionate, and detail-oriented team player who takes pride in delivering excellent client service. This position requires strong communication skills and the ability to accurately convey important information between English-speaking team members and Spanish-speaking clients.

• Fluency in both…