What are the responsibilities and job description for the Report Processing Specialist position at Forvis Mazars US?
Description & Requirements
How you will contribute:
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
- 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
- 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
