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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