Administrative Assistant - Tax Background

The Administrative Assistant would have the following responsibilities:

• 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
• User Verse – upload e-filing acceptances
• Back-up for front desk
• Expense reporting for Principals
• Travel reservations as required/needed for Principals

• 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

• Education:
  
  High School Diploma, GED or equivalent, required