Crete Professionals Alliance-posted 1 day ago
$60,000 - $75,000/Yr
Full-time • Mid Level
Onsite • Honolulu, HI

Our CPA network firm located in beautiful Honolulu, HI is committed to building trusted partnerships through expert advice and a collaborative, positive work environment. We value optimism, balance, and employee growth, offering meaningful work and a supportive culture. The Reports and Proposals Specialist is a vital member of our team, ensuring the accuracy and professionalism of client deliverables—including audit reports, consulting reports, presentations, and proposals. This role supports our partners and professional staff by managing document production, formatting, proofreading, and project coordination, all while maintaining high standards and attention to detail.

  • Prepare, format, and proofread audit reports, consulting deliverables, presentations, and proposals.
  • Draft and finalize proposals and statements of qualifications for new business development.
  • Manage document production tasks: word processing, spreadsheet formatting, printing, copying, and assembly.
  • Coordinate project timelines, task lists, and team follow-up to keep deliverables on schedule.
  • Collaborate with partners, managers, and design vendors to ensure clarity and quality.
  • Maintain and update proposal templates and intranet site.
  • Support technical writing and documentation for training purposes.
  • Assist with general office functions and process improvement initiatives.
  • Exceptional attention to detail and accuracy under deadline conditions.
  • Strong written and oral communication skills, including grammar and proofreading.
  • Ability to multi-task, prioritize, and work independently with minimal direction.
  • Collaborative, proactive, and adaptable approach.
  • Familiarity with accounting and financial terminology is a plus.
  • Advanced proficiency in Microsoft Word and PowerPoint
  • Intermediate proficiency in Excel
  • Beginner proficiency in WordPress is helpful
  • Bachelor’s degree in a relevant field such as English, Communications, Business Administration, Accounting, or a related discipline.
  • Note: Equivalent professional experience may be considered in lieu of a degree, depending on qualifications.
  • Familiarity with Adobe Acrobat for PDF editing and document assembly
  • Experience with document management systems or cloud-based collaboration tools (e.g., SharePoint, Google Workspace)
  • Basic skills in graphic design software (e.g., Canva, Adobe InDesign) for formatting proposals and presentations
  • Health, dental, and vision insurance (with options for fully paid employee-only coverage)
  • Company-paid life and long-term disability insurance
  • 401(k) plan with employer contributions
  • Opportunities for professional growth and learning
  • Unique perks: generous time off, life coaching, cell phone and wellness subsidies, and more
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