Word Processor (Financial)/Tax Assembler

Location: North Hollywood, California
Date Posted: 08-11-2017
Word Processor (Financial)/Tax Assembler
 
Job Description & Responsibilities
•Revise, format, proofread documents produced by the firm for clients, such as letters of engagement, reports, tax forms
•Review, validate and assemble completed tax returns and related reports
•Troubleshoot and resolve issues with formatting and documents
•Download and print or format data sites
•Scan documents either for conversion to Word or emailing in PDF format
•Assist with general office duties such as photocopy/scan documents, prepare materials to send out via mail and messenger, answer phones and respond to questions

Knowledge, Skills & Qualifications:
•Expert knowledge in Microsoft Word, Excel, Outlook, PowerPoint, Adobe Acrobat
•Knowledge of Tax/Accounting software(s) a plus
•Must have experience using a 10 key calculator; must be comfortable running numbers and checking totals
•Type 50 wpm or higher
•2 years or more experience as a word processor; prior work experience in a legal, financial services organization, accounting or tax processing company preferred

•Strong work ethic to produce in a high volume production environment
•High level of accuracy and attention to detail
•Must be flexible, organized, and able to work well under pressure to meet deadlines
•Must be able to work effectively with minimal supervision, and work well as a member of a team
•Demonstrate strong written and verbal communication skills
•Ability to work and interact professionally with all levels of the organization
 
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