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 communicationAbility to display a professional demeanor while also effectively communicating verbally and in writing to clients and staff in a respectful and professional mannerAcute attention to detail with exceptional time management and organizational skillsAbility to manage multiple priorities and work toward deadlinesExcellent interpersonal skills and flexibilityExperience and judgment to plan for and accomplish goalsAbility to work independently and within a teamAbility to professionally communicate and work well with all levels of internal management and staff, clients and vendorsMinimum Qualifications :
Two years or more of experience in a professional office environmentHigh School Diploma or equivalent required, college degree preferredExperience with general office support, scanning, photocopying, filingExperience in Amelio, CaseWare and Pfx a plusProficiency in Microsoft Word, Excel, and OutlookJ-18808-Ljbffr