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Administrative Workflow Specialist

Doeren Mayhew CPAs and Advisors
Grand Rapids, MI Full Time
POSTED ON 7/30/2024 CLOSED ON 8/19/2024

What are the responsibilities and job description for the Administrative Workflow Specialist position at Doeren Mayhew CPAs and Advisors?

Doeren Mayhew is a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Atlanta, Zurich, and London. Founded in 1932, Doeren Mayhew is recognized as an Inside Public Accounting Top 100 public accounting firm. Today we are a Top 50 CPA firm in the nation. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation and is recommended by 98% of our clients, visit our career page at Doeren.com/careers for a list of our current employment opportunities.

Doeren Mayhew is seeking a full-time Administrative Workflow Specialist to join our Grand Rapids, MI office beginning in early November 2024. This position will provide high level client service and administrative office support to Principals, Staff and Clients.

Responsibilities:

  • Process tax returns, including E-filing of tax returns
  • Proofread, edit, and process financial statements, reports, and correspondence
  • Provide project-based professional administrative support to team members
  • Provide back-up support for reception, greeting clients and visitors in a friendly, professional manner upon arrival at the office, and answering and transferring incoming calls to appropriate team members
  • Assist team members with preparing reports, drafting letters, memos, and other client related correspondence
  • Prepare materials for presentations and client meetings using Microsoft Excel, PowerPoint and Word
  • Assist with clerical duties including printing, scanning, filing and faxing documents
  • Other ad hoc administrative duties as needed

Qualifications:

  • Associate’s degree (or equivalent experience)
  • 5 years of administrative or clerical experience required
  • 2 years of experience in an accounting firm, processing tax returns and financial statements, is strongly preferred
  • Ability to work in the office Monday through Friday. Saturdays may be required at times.
  • Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe
  • Ability to quickly learn new software programs is a necessity. Experience with CCH Workflow, Axcess/E-filing, STAR Time Entry, SurePrep, TaxCaddy, Salesforce, and/or SafeSend Returns is a plus
  • Exemplary writing, proofreading and editing skills
  • Strong organization and problem-solving skills and excellent attention to detail, to help maintain production accuracy and meet critical deadlines
  • Excellent time management skills with the ability to multi-task and prioritize work
  • Ability to work independently and with a team
  • Basic accounting knowledge preferred

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

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