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