Swoon ยท 4 hours ago
Administrative Assistant
Swoon is seeking an experienced Administrative Assistant with a tax background to support a professional services office in a fast-paced, deadline-driven environment. This role provides direct administrative support to principals and staff, requiring strong attention to detail and the ability to manage multiple priorities.
Responsibilities
Maintain and update client records in Oracle
Set up new clients and upload MSAs and SOWs into Agiloft
Prepare and process engagement letters (backup support)
Upload e-filing acceptances in UserVerse
Mail taxpayer copies to clients, including certified mail
Scan and process documents as needed
Support DocuSign workflows
Provide backup coverage for front desk operations
Assist with expense reporting for principals
Coordinate travel reservations for principals as needed
Provide general administrative and processing support as backup for current staff
Qualification
Required
High School Diploma, GED, or equivalent required
3+ years of administrative experience required
Prior experience supporting tax teams or working in a tax environment is required
Oracle (required)
Adobe (required)
Advanced proficiency in Microsoft Word, Excel, and Outlook
Ability to work in a deadline-driven tax environment
Strong attention to detail and organizational skills
Excellent written and verbal communication, including strong grammar and punctuation
Proven ability to handle highly confidential information
Strong customer service skills with professionalism and discretion
Ability to work effectively with senior leadership and external clients
Process improvement mindset
Collaborative team player willing to provide backup support when needed
Preferred
Bachelor's degree preferred
Professional services firm experience strongly preferred
Agiloft
PeopleSoft database
Company
Swoon
In 2010, Swoon launched an agile, client-focused team that is not only savvy in our core industries but elbow-deep, every day, getting to know the strongest talent in the technology and professional fields.
H1B Sponsorship
Swoon has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageCompany data provided by crunchbase