Performs a variety of document processing functions in support of the firm and its clients according to established policies, formats, and practices. Responsible for formatting, editing, and processing various documents for clients.
Follow established procedures to prepare and format client audit and tax documents
Review document language and format to ensure quality output following compliance procedures
Proof, edit and format financial statements and other reports for final review and approval, complete and send to client and/or tax agencies on behalf of clients
Prepare electronic copies of drafts, as well as printing and collating draft copies for client meetings in a professional format when needed
Convert documents, when necessary, from multiple formats
Work independently to manage workflow and volume of requests using our tracking software
Ability to prioritize work according to the various deadlines
Work as a team member in the firm’s Internal Client Service department
Associate or bachelor’s degree in business administration, communication, English or related field preferred
Previous administrative experience, preparing documents, reports, and presentations required
Build relationships and communicates effectively with team members to ensure accurate and timely delivery of documents
Demonstrated strong client service orientation
Exceptional verbal and written communication skills with an emphasis on accuracy in grammar, punctuation, and spelling
Proven detail orientation and ability to multi-task in a fast-paced environment
Strong problem solving and analytical skills, identifying opportunities for efficiencies
Strong technology orientation and proficiency in Microsoft Office Suite
Experience with multiple systems and tools: XCM, ProFX, SurePrep, or similar processing systems preferred
Strong organizational skills, attention to detail
Should be a people person, should be patient and understanding as there will always be last-minute emergency tasks that come their way