Job Description

The Administrative Assistant would have the following responsibilities:

Day to Day:

• Oracle/New System – Updates, setting up new clients, upload SOW’s
• Agiloft – Keeping client data updated
• Engagement Letters – preparation/process (back-up)
• MSA/SOW – Uploading to Agiloft for Dallas and Fort Worth
• Taxpayer Copies – mail taxpayer copies to clients
• Certified mailing
• Processing as needed (back-up support for current staff)
• Scanning
• Docusign
• UserVerse – upload e-filing acceptances
• Back-up for front desk
• Expense reporting for Principals
• Travel reservations as required/needed for Principals

Other Knowledge, Skills & Abilities:

• Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail
• Advanced or expert in computer skills: Word, Excel, Outlook, Adobe. Experience in Peoplesoft database recommended
• Excellent written and verbal communication skills including superior grammar, spelling, and punctuation that enable the incumbent to work with top level management and other executive level clients.
• Possesses superior customer service skills. Displays independent judgment, finesse and diplomacy in all situations
• Consistently seeks to improve processes
• Excellent organizational skills and detail oriented that enable efficient and effective multi-tasking
• Capable of managing highly confidential information
• Ability to work well with all levels of management as well as outside external clients
• Team player who is willing to help out as needed

Basic Qualifications:

1. Education: High School Diploma, GED or equivalent, required
2. Bachelor’s degree, preferred

*Preferred Tax Background

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