General information
Name
IFS - Operations - Report Processing Specialist
Posting Title
Report Processing Specialist
Ref #
2235012
Date Published
Friday, May 16, 2025
City
Birmingham
State
Alabama
Country
United States
Job Category
Internal Firm Services
Office
Birmingham AL (Forvis)
Advertised Location
US-AL-Birmingham
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
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