Workflow Specialist

Doeren Mayhew CPAs and Advisors • Grand Rapids, MI

1d • Onsite

About The Position

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 37th largest CPA firm in the U.S. and is positioned for successful future growth. Doeren Mayhew is seeking a full-time Administrative Workflow Specialist to join their Grand Rapids, MI office. This position will provide high level client service and administrative office support to Principals, Staff and Clients.

Requirements

• Associate’s degree (or equivalent experience)
• 5+ years of administrative or clerical experience required
• Ability to work in the office Monday through Friday
• Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe
• Ability to quickly learn new software programs is a necessity
• Exemplary writing, proofreading and editing skills
• Strong organization and problem-solving skills and excellent attention to detail, to help maintain production accuracy and meet critical deadlines
• Excellent time management skills with the ability to multi-task and prioritize work
• Ability to work independently and with a team

Nice To Haves

• 2+ years of experience in an accounting firm, processing tax returns and financial statements, is strongly preferred
• Experience with CCH Workflow, Axcess/E-filing, STAR Time Entry, SurePrep, TaxCaddy, Salesforce, and/or SafeSend Returns is a plus
• Basic accounting knowledge preferred

Responsibilities

• Process tax returns, including E-filing of tax returns
• Proofread, edit, and process financial statements, reports, and correspondence
• Provide project-based professional administrative support to team members
• Provide back-up support for reception, greeting clients and visitors in a friendly, professional manner upon arrival at the office, and answering and transferring incoming calls to appropriate team members
• Assist team members with preparing reports, drafting letters, memos, and other client related correspondence
• Prepare materials for presentations and client meetings using Microsoft Excel, PowerPoint and Word
• Assist with clerical duties including printing, scanning, filing and faxing documents
• Other ad hoc administrative duties as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 251-500 employees