Report Processing Specialist

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2234173

Position Title:

External Description: 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

#LI-IND

#LI-AD1

City: Fort Wayne

State: Indiana

Community / Marketing Title: Report Processing Specialist

Location_formattedLocationLong: Fort Wayne, Indiana US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.