FORVIS

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 communication 

Ability to display a professional demeanor while also effectively communicating verbally and in writing to clients and staff in a respectful and professional manner 

Acute attention to detail with exceptional time management and organizational skills 

Ability to manage multiple priorities and work toward deadlines 

Excellent interpersonal skills and flexibility 

Experience and judgment to plan for and accomplish goals Ability to work independently and within a team 

Ability to professionally communicate and work well with all levels of internal management and staff, clients and vendors

Minimum Qualifications: 

Two years or more of experience in a professional office environment 

High School Diploma or equivalent required, college degree preferred 

 Experience with general office support, scanning, photocopying, filing 

Experience in Amelio, CaseWare and Pfx a plus 

Proficiency in Microsoft Word, Excel, and Outlook