Report Processing Specialist

Forvis Mazars, LLP; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading firm is seeking a Report Processing Specialist in Birmingham to support engagement teams by formatting documents, preparing client correspondence, and performing various administrative tasks. The ideal candidate will have strong communication skills, attention to detail, and experience in a professional office setting.

Qualifications

• 2+ years experience in a professional office environment.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Experience with general office support tasks.

Responsibilities

• Format and edit documents provided by engagement teams.
• Prepare written client correspondence and assemble tax return packages.
• Perform general administrative tasks including reception duties.

Skills

Grammar

Punctuation

Editing

Proofing

Verbal Communication

Attention to Detail

Time Management

Organizational Skills

Interpersonal Skills

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Amelio

CaseWare

Pfx

Job description

General information

Name

IFS - Operations - Report Processing Specialist

Posting Title

Report Processing Specialist

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

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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