Administrative Assistant - Tax Background

The Administrative Assistant would have the following responsibilities:Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.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. xywuqvp 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