Document Formatting Specialist

Position Summary: 

The Document Formatting Specialist ensures the professional preparation and presentation of engagement letters, financial statements, reports, and other client-facing documents. This role requires strong technical skills and advanced skills in Microsoft Word, Excel, Adobe, and other document-processing software, as well as a keen eye for formatting, grammar, and consistency.

Responsibilities: 

• Format, finalize, and assemble financial statements, business valuations, engagement letters, reports, proposals, and other professional documents according to firm standards.

• Utilize Microsoft Word templates, styles, and formatting tools to ensure consistency and accuracy.

• Perform advanced document processing functions such as table formatting, footnotes, section breaks, and headers/footers.

• Proofread and edit documents for grammatical accuracy, clarity, and adherence to the firm’s branding and formatting guidelines.

• Prepare engagement letters for clients based on established templates, ensuring compliance with firm policies and regulatory requirements.

• Maintain a library of standardized document templates for use across different engagements.

• Assist in compiling and formatting financial reports, including integrating data from Excel into Word and applying firm-specific formatting.

• Provide support to accountants and partners by ensuring the timely completion of document-related tasks.

• Troubleshoot formatting and document-related technical issues.

• Organize and manage electronic and physical filing systems for engagement letters, reports, and client documents.

• Ensure documents comply with industry and firm standards, including confidentiality and security protocols.

Education:
High school diploma or equivalent (required).

Experience:

• 2 or more years of experience in an administrative role, preferably in a public accounting firm or professional services environment.

• Proficiency in MS Office (Word, Excel, Outlook).

Skills & Abilities:

• Advanced skills in MS Office - Word (advanced formatting, styles, templates, tables), Excel, and Outlook.

• Proficiency in document manipulation and pdf editing using Adobe Acrobat or similar tools.

• Strong organizational skills, attention to detail, and ability to maintain consistency in formatting.

• Excellent verbal and written communication skills.

• Ability to handle sensitive information with discretion.

• Excellent grammar, spelling, and proofreading skills.

• Solid understanding of document automation tools or workflow software (e.g., Adobe Acrobat, PDF editing, DocuSign).

• Ability to prioritize tasks and meet deadlines in a fast-paced environment.

• A collaborative and positive attitude with the ability to work independently and as part of a team.

• Knowledge of accounting and financial terminology is a plus.

• Flexibility to work occasional overtime.

Additional Information: 

Work Environment:
Office-based environment.

Physical Requirements:
Ability to sit for extended periods, lift up to 20 pounds, and manage physical files and documents.

ABOUT GROSS MENDELSOHN

Gross Mendelsohn is a full-service CPA, technology consulting, and business advisory firm serving businesses, nonprofits, and families. The firm was established in 1960 and has offices in Baltimore and Fairfax. Named one of Baltimore’s Top Workplaces nine times, we prioritize a supportive, people-first culture and measure our success by the quality of our relationships with our employees and clients. Real growth starts here.

We work tirelessly to ensure our clients get the highest quality business advice — that’s why we invest so heavily in the team members who give it. Being in business for 65 years has taught us one big lesson — our firm succeeds because of our people. We value hard work and career development, while still prioritizing work-life integration. We prioritize a supportive, people-first culture and measure our success by the quality of our relationships with our employees and clients.

BENEFITS

Gross Mendelsohn offers a comprehensive benefits package to all eligible employees including two options for medical plans (POS and HSA plans) with prescription coverage (subsidized by the firm), two voluntary dental plan offerings, vision, flexible spending accounts, company-paid basic life/AD&D and short-term disability, 401(K) retirement savings plan with company match, employee assistance program, paid vacation and sick leave, paid holidays, plus voluntary benefit offerings.  

Salary : $50,000 - $60,000