General information

Name
IFS - Firm Support Services - Firm Support Specialist II
Posting Title
Tax Administrative Assistant
Ref #
2233824
Date Published
Tuesday, October 8, 2024
City
Charlotte
State
North Carolina
Country
United States
Job Category
Internal Firm Services
Office
Firm Support Services (Forvis)
Advertised Location
US-NC-Charlotte
Working time
Full Time

Description & Requirements

How you will contribute:

  • Providing support for Forvis Mazars Partners and Managing Directors to manage calendars, schedule meetings, travel logistics (booking flights, accommodations and transportation) and handle correspondence.  
  • Overseeing day-to-day office operations such as maintaining office supplies, equipment and facilities.
  • Handling all aspects of incoming and outgoing mail and packages
  • Helping to keep break rooms presentable by making coffee, restocking coffee supplies and loading/unloading dishwashers, as well as other tasks, as needed 
  • Handling incoming phone calls for multiple offices and related switchboard tasks with lasting, positive impression of the Firm
  • Greeting guests with lasting, positive impressions of the Firm 
  • Performing all aspects of facilities support
  • Ensuring a clean, organized and efficient office environment
  • Assisting with planning and execution of local events, meetings, and/or conferences.  These local events will be those onsite and offsite.
  • Serving as a central point of contact for internal and external inquiries and routing them to the appropriate individuals.
  • When needed, Finalizing documents in an electronic format such as pdf document or word document and proper filing/organization of those documents.  
  • When needed, printing documentation and binding for client delivery
  • Completing special projects as assigned 


We are looking for people who have Forward Vision and:

  • Attention to detail and strong organizational skills
  • Prompt, reliable, and dependable 
  • Pleasant and approachable demeanor with ability to handle interruptions with a professional demeanor
  • Willingness to cross train and work as part of a team 
  • Proficient grammar, punctuation, and proofreading skills, as well as advanced communication skills.  
  • The ability to prioritize and consistently meet deadlines in a fast-paced, sometimes stressful, environment 
  • A team player with strong problem-solving and resolution ability who is committed to implementing a high standard of quality control


Minimum Qualifications:

  • High school diploma or equivalent required, 2-year degree preferred 
  • Advanced proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and Adobe 
  • At least one year or more of experience in a similar role


Preferred Qualifications:

  • 3 years or more of experience in a similar role



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