What are the responsibilities and job description for the Report Processing Specialist position at Forvis Mazars, LLP?
General information
Name
IFS - Firm Support Services - Report Processing Specialist
Posting Title
Report Processing Specialist
Ref #
2234610
Date Published
Friday, February 21, 2025
City
Greensboro
State
North Carolina
Country
United States
Job Category
Internal Firm Services
Office
Firm Support Services (Forvis)
Advertised Location
US-NC-Greensboro
Working time
Full Time
Description & Requirements
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
#LI-KH3
FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
