Administrative Assistant - Tax Background Job at Swoon, Dallas, TX

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  • Swoon
  • Dallas, TX

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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