Demo

Report Processing Specialist

Forvis Mazars
Fort Wayne, IN Full Time
POSTED ON 2/11/2025
AVAILABLE BEFORE 5/10/2025

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
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