Report Processing Specialist

Report Processing Specialist

Birmingham Full-Time 24000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Edit and format documents, manage client correspondence, and perform general office tasks.
  • Company: Join a dynamic team at IFS, a leader in internal firm services.
  • Benefits: Enjoy a full-time role with opportunities for professional growth and development.
  • Why this job: Perfect for detail-oriented individuals who thrive in a supportive and collaborative environment.
  • Qualifications: Requires two years of office experience; high school diploma needed, college degree preferred.
  • Other info: Experience with Microsoft Office and office support tasks is essential.

The predicted salary is between 24000 - 36000 £ per year.

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 #LI-JACK #LI-KH3 #J-18808-Ljbffr

Report Processing Specialist employer: Forvis Mazars LLP

At IFS in Birmingham, we pride ourselves on fostering a collaborative and supportive work environment where every employee is valued. As a Report Processing Specialist, you will benefit from comprehensive training and development opportunities, ensuring your professional growth while enjoying a culture that prioritises teamwork and respect. Our commitment to work-life balance and a vibrant office atmosphere makes IFS an exceptional place to build a rewarding career.
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Contact Detail:

Forvis Mazars LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Report Processing Specialist

✨Tip Number 1

Familiarise yourself with Microsoft Word and Excel, as these are crucial for the Report Processing Specialist role. Consider taking online courses or tutorials to sharpen your skills, especially in formatting and editing documents.

✨Tip Number 2

Brush up on your grammar and punctuation skills. Since the role requires excellent editing and proofing abilities, practice by reviewing sample documents or using grammar-checking tools to enhance your proficiency.

✨Tip Number 3

Develop your organisational skills by managing multiple tasks effectively. You could try using task management apps to simulate a busy work environment, helping you get accustomed to prioritising and meeting deadlines.

✨Tip Number 4

Enhance your interpersonal communication skills by engaging in group activities or volunteer work. This will help you become more comfortable communicating with various stakeholders, which is essential for this position.

We think you need these skills to ace Report Processing Specialist

Proficiency in Microsoft Word
Proficiency in Microsoft Excel
Proficiency in Microsoft Outlook
Excellent grammar and punctuation skills
Editing and proofing skills
Strong verbal communication skills
Attention to detail
Time management skills
Organisational skills
Ability to manage multiple priorities
Interpersonal skills
Flexibility
Experience in general office support
Ability to work independently and within a team
Professional communication skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in document formatting, editing, and general office support. Use keywords from the job description to demonstrate that you meet the qualifications.

Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and communication skills. Mention specific examples of how you've successfully managed multiple priorities in previous roles.

Showcase Technical Skills: Emphasise your proficiency in Microsoft Word, Excel, and Outlook. If you have experience with Amelio, CaseWare, or Pfx, be sure to include that as well, as it could set you apart from other candidates.

Proofread Your Application: Before submitting, carefully proofread your application materials for grammar, punctuation, and clarity. This role requires excellent editing skills, so demonstrating this in your application is crucial.

How to prepare for a job interview at Forvis Mazars LLP

✨Showcase Your Attention to Detail

As a Report Processing Specialist, attention to detail is crucial. Be prepared to discuss specific examples from your past work where your meticulousness made a difference, whether in editing documents or managing multiple tasks.

✨Demonstrate Your Communication Skills

Since the role involves interacting with clients and staff, practice articulating your thoughts clearly and professionally. You might be asked to explain how you would handle client correspondence or communicate with team members.

✨Familiarise Yourself with Relevant Software

Make sure you are comfortable with Microsoft Word, Excel, and Outlook, as well as any other software mentioned in the job description. If you have experience with Amelio, CaseWare, or Pfx, be ready to discuss how you've used these tools effectively.

✨Prepare for Scenario-Based Questions

Expect questions that assess your ability to manage multiple priorities and deadlines. Think of scenarios where you successfully juggled various tasks and how you prioritised them to meet deadlines.

Report Processing Specialist
Forvis Mazars LLP
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