Report Processing Specialist

Forvis Mazars, LLP
United States, Kentucky, Louisville
Jan 03, 2025
General information Name IFS - Operations - Report Processing Specialist Posting Title Report Processing Specialist Ref # 2234247 Date Published Monday, December 9, 2024 City Louisville State Kentucky Country United States Job Category Internal Firm Services Office Louisville KY (Forvis) Advertised Location US-KY-Louisville 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-LOU #LI-AD1