Paraprofessional (Client Service)

Doeren Mayhew CPAs and AdvisorsMiami, FL
Onsite

About The Position

Doeren Mayhew is a $235 million tax, assurance and advisory firm headquartered in Troy, Michigan with 18 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 46th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you. Doeren Mayhew is ranked by Callahan & Associates as the #1 auditor in the nation for credit unions. Doeren Mayhew's Financial Institutions Group is comprised of cross-functional professionals delivering industry-focused expertise to more than 350 institutions across the nation. Our group of trusted advisors assists a wide range of financial organizations in assessing opportunities, managing risk and delivering stakeholder value. We are seeking a Paraprofessional to join the Financial Institutions Group in our Miami (Kendall), Florida office. Duties of the Paraprofessional include providing support to our Principals, Managers and Auditors, assisting in daily office needs, and working to complete quarterly audits of Credit Unions. This position is part of our verifications team and requires working in the office.

Requirements

  • High school diploma or GED required
  • 1+ years of administrative or clerical experience required
  • Proficiency in Microsoft Office, Excel (Intermediate preferred), Word & Adobe
  • Strong organizational skills with the ability to multi-task
  • Strong time management skills and the ability to prioritize work
  • Strong attention to detail and problem-solving skills
  • Ability to work independently and in a team environment
  • Basic accounting knowledge preferred

Nice To Haves

  • Experience with IDEA, PFX, Suralink is a plus
  • Proficiency in Microsoft Excel (Intermediate preferred)

Responsibilities

  • Gather and process information from Credit Unions to perform member verifications/confirmations
  • Create and sort Microsoft Excel spreadsheets and perform mail merge functions
  • Process large quantities of incoming/outgoing mail
  • Assist in the preparation of various reports using IDEA software for auditors
  • Create and update letters to various banks and financial institutions
  • Maintain an organized filing system
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