General information

Name
Report Processing Specialist I
Posting Title
Report Processing Specialist I
Ref #
2235012
Date Published
Friday, May 16, 2025
City
Birmingham
State
Alabama
Country
United States
Job Category
Internal Firm Services
Office
Birmingham AL (Forvis)
Advertised Location
US-AL-Birmingham
Working time
Full Time

Description & Requirements

What you will do:

  • 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



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


Preferred Qualifications:
  • 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
#LI-JACK
#LI-KH3
Go back