Overview
Administrative Assistant – Tax Background Jobs in Dallas, TX at Swoon
Title: Administrative Assistant – Tax Background
Company: Swoon
Location: Dallas, TX
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:
- Education: High School Diploma, GED or equivalent, required
- Bachelor’s degree, preferred
*Preferred Tax Background
