What are the responsibilities and job description for the Workflow Specialist position at Doeren Mayhew CPAs and Advisors?
Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 37th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.
Doeren Mayhew is seeking a full-time Administrative Workflow Specialist to join our Grand Rapids, MI office. 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.
"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.