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Job Details - Legal Assistant / Customer Relations
Travis Watkins Tax
Tulsa, OK
Work Experience:
1+ to 2 Years
Education Level:
High School or equivalent
Job Type:
Job Information
Position Description:


• Correspondence to clients, assisting with client meetings, conducting research on client file, and organizing and coordinating financial documentation, under the supervision of a lawyer;
• Conduct interviews with clients to gather information about their tax issues;
• Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible for the attorney;
• Greet income clients/prospects
• Prepare attorney scheduling in advance.
• Update clients on progress of case
• Review IRS/OTC correspondence 

Required Skills:

To be immediately considered for this great Legal Assistant opportunity, you should have the following:

· Experience with case management for clients;

· Strong proficiency with MS Office (Word, Excel & Outlook);

· Strong oral and written communication skills;

· Excellent attention to detail and communication are an absolute must!

Required Experience:

· A minimum of 2+ years’ experience as a Legal Assistant in a law firm setting;

· A minimum of 2+ years' experience in customer service

Contact Information
Maverick Rork
Travis W. Watkins Tax
Email Address:
How To Apply

Email maverick@taxhelpok.com with copy of CV. In the subject, please title "Legal Assistant-Tulsa"

Fill out my online form.