Report Processing Specialist

How you will contribute:

• Format and edit Microsoft Word and Excel documents content provided by the engagement teams
• Ensure documents are satisfactorily and consistently prepared according to guidelines
• Provide high level support to personnel
• Prepare written client correspondence as requested Assembly of tax return and financial statement packages prior to delivery to client
• Scanning client documents in accordance with firm protocol General administrative tasks - word processing, photocopying, filing, scanning, meeting setup, etc.
• Receptionist duties, including answering the phone, shipping packages and assisting clients
• Maintaining/ordering office supplies for office and breakroom

We are looking for people with Forward Vision and:

• Must have excellent grammar, punctuation, editing, proofing, and verbal communication
• Ability to display a professional demeanor while also effectively communicating verbally and in writing to clients and staff in a respectful and professional manner
• Acute attention to detail with exceptional time management and organizational skills
• Ability to manage multiple priorities and work toward deadlines
• Excellent interpersonal skills and flexibility
• Experience and judgment to plan for and accomplish goals Ability to work independently and within a team
• Ability to professionally communicate and work well with all levels of internal management and staff, clients and vendors

Minimum Qualifications:

• Two years or more of experience in a professional office environment
• High School Diploma or equivalent required, college degree preferred
• Experience with general office support, scanning, photocopying, filing
• Experience in Amelio, CaseWare and Pfx a plus
• Proficiency in Microsoft Word, Excel, and Outlook