General information

Name
IFS - Firm Support Services - Report Processing Specialist II
Posting Title
Report Processing Specialist II
Ref #
2234902
Date Published
Wednesday, April 16, 2025
City
Woodbury
State
New York
Country
United States
Job Category
Internal Firm Services
Office
Long Island NY (MUSA)
Advertised Location
US-NY-Long Island
Working time
Full Time

Description & Requirements

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

 

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New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range:
NY Minimum Salary (USD)
$ 49,300
NY Maximum Salary (USD)
$ 88,000
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