What are the responsibilities and job description for the Report Processing Specialist position at Forvis Mazars?
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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With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, 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, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.