Document Specialist

DOCUMENT SPECIALIST

At Carr, Riggs & Ingram, your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.

We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.

Essential Functions:

• Create and edit complex documents to specifications using expert word processing and advanced software skills
• Produce financial statements, letters, and tax documents as requested
• Format existing templates for new projects
• Display outstanding organizational skills and work with multiple deadlines managing a variety of projects
• Proposal Assistance
• Report tracking
• Handle sensitive and/or confidential documents and information
• Communicate with partner or manager on job or deadline issues
• Other duties as assigned
  
  

Qualifications:

• Must have at least 3 years creating, formatting and producing documents in a professional setting
• An excellent standard of English language, including grammar, spelling, and punctuation
• Strong communication skills
• Must possess high level knowledge in Microsoft Excel, Word (formatting and styles) and Adobe Acrobat Professional. Casual users need not apply
• Ability to work overtime January through April and during other high peak seasons
• Associate’s Degree preferred but not required
• Experience in an Accounting Firm environment preferred
  
  

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (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).

CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.

We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at www.criadv.com.

CRI offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.