Production Assistant: Polished Financial Reports | Hybrid

GRF CPAs & Advisors; Bethesda (AR); Hybrid; USD 52,000 - 56,000; Full time

Benefits offered by this job

401(k) with profit sharing

Medical coverage

Life & disability insurance

Student loan repayment

Generous PTO

Career development

Job summary

GRF CPAs & Advisors, a Bethesda, MD CPA Firm, seeks a Production Assistant to format, proofread, and polish client reports and financial statements. You will work with Word, Excel, Adobe and CaseWare, ensuring accuracy and professional presentation.

A college degree is preferred but not required with relevant administrative experience. Two days in the office, three days remote, with strong attention to detail and the ability to meet deadlines.

Qualifications

• High school diploma or equivalent.
• Proficient in keyboarding at least 75 wpm accurately with error-free spelling, and grammar.
• Proficient in Microsoft Outlook, Excel, and Word.

Responsibilities

• Format financial statements and other documents using Word, Excel, Adobe and CaseWare software. Training will be provided in CaseWare.
• Proofreads and corrects work produced for grammar, punctuation, spelling, and order of assembly to produce error-free, signature-ready work.
• Checks tables of numbers in documents by adding with calculator.
• Binds, collates and copies documents; assembles tax returns and other client files.
• Data entry as needed in database.
• Updates records to accommodate changes in material on file.
• Catalogs and files work in computer directories for ready access by staff.
• Assists in special projects as assigned, such as filings, mailings, and other related tasks.
• Answers telephone, directs calls and takes messages when receptionist is busy.

Skills

Keyboarding 75 wpm

Microsoft Outlook

Microsoft Excel

Microsoft Word

Attention to detail

Education

High school diploma or equivalent

Tools

CaseWare

Adobe Acrobat

Job description

GRF CPAs & Advisors, a Bethesda, MD CPA Firm, seeks a Production Assistant to format, proofread, and polish client reports and financial statements. You will work with Word, Excel, Adobe and CaseWare, ensuring accuracy and professional presentation.

A college degree is preferred but not required with relevant administrative experience. Two days in the office, three days remote, with strong attention to detail and the ability to meet deadlines.