Document Processing Specialist, Seasonal Support

KPMG LLP; Dallas (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

KPMG LLP seeks a Document Processing Specialist, Seasonal Support to join the Document Processing organization in Dallas. You will prepare and format client financial statements and reports for audits, ensuring accuracy and timely delivery to engagement teams.

You will upload reports, provide final PDFs for client issuance, and coordinate print support through JobTrack. The role emphasizes teamwork, initiative, and professional conduct within a fast-paced environment.

Qualifications

• Minimum three years of recent word processing or document processing experience in Audit or financial services.
• High school diploma or equivalent; college education preferred.
• Advanced skill level in Microsoft 365 Word, Excel, and Adobe Acrobat 2020; highly proficient in Microsoft 365 Outlook and PowerPoint.
• Ability to anticipate challenges and prioritize deadlines; strong written and verbal communication.
• Strong analytical, listening, and teamwork skills with minimal supervision.

Responsibilities

• Create pro formas, edit, and format client financial statements, reports, and letters for the audit practice; finalize reports affixing the firm’s signature.
• Upload reports for retention and issue authorized dockets.
• Provide engagement teams with final encrypted and unsecured PDFs for client issuance.
• Forward print support requests to Office Experience production team through JobTrack for processing.
• Develop headers, footers, subheadings, fonts, and page numbering; ensure accuracy and quality.
• Promote a teaming culture; leverage diverse perspectives to maintain a high-performing team; self-accountable.
• Act with integrity and professionalism to uphold KPMG's respectful environment.

Skills

Microsoft Word

Microsoft Excel

Adobe Acrobat

Attention to detail

Multitasking

Communication skills

Education

High School Diploma

Bachelor’s degree preferred

Tools

Microsoft 365 Word

Outlook

PowerPoint

Adobe Acrobat Pro

Job description

KPMG is currently seeking a Document Processing Specialist, Seasonal Support to join our Document Processing organization.

Responsibilities:

• Create pro formas, edit, and format basic and complex client financial statements, reports, and letters for the audit practice; finalize reports affixing the firm’s signature
• Upload reports for retention and issue authorized dockets
• Provide engagement teams with final encrypted and unsecured PDFs of financial statements, reports, and letters for client issuance
• Forward print support requests to Office Experience production team through JobTrack for processing
• Develop headers, footers, subheadings, fonts, and page numbering; accountable for proofing edits and formatting of work to ensure accuracy and overall quality
• Promote a teaming culture with common goals and responsibilities; leverage strengths, expertise, and diverse perspectives to maintain a high-performing team; self-accountable for ensuring that results are achieved with a mindset to seize opportunities to produce results without direct supervision
• Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualifications:

• Minimum three years of recent word processing or document processing experience in Audit or financial services industry preferred
• High school diploma or equivalent; college education from an accredited college/university preferred
• Advanced skill level in Microsoft 365 Word, Excel, and Adobe Acrobat 2020; highly proficient in Microsoft 365 Outlook and PowerPoint with an ability to learn firm-wide applications
• Ability to anticipate challenges and take initiative and prioritize competing requirements and/or deadlines; excellent interpersonal skills and capacity to work in a dynamic environment that requires critical thinking, analytical, and active listening skills; demonstrated strong personal commitment to others by respecting the opinions and perspectives of others
• Highly effective written and verbal communication skills and analytical skills; capability to understand process and procedures and adapt to and support change; aptitude to clearly state thoughts, ideas, and expectations; ability to multi-task and effectively support engagement teams simultaneously in a fast-paced, high-pressure environment
• Track record of ability to deliver exceptional virtual document processing support and customer service in a team-based environment; must be motivated, innovative, and have a proactive approach while working under minimal supervision; proven ability to take action on items beyond formal job responsibility and set high expectations
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)