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Gross, Mendelsohn & Associates, P.A. · 1 month ago

Document Formatting Specialist

Baltimore, MD

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $60K/yr

Gross, Mendelsohn & Associates, P.A. is seeking a Document Formatting Specialist to ensure the professional preparation and presentation of client-facing documents. The role involves formatting, proofreading, and finalizing various documents while adhering to firm standards and guidelines.

Consulting

Growth Opportunities

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

Qualification

Microsoft WordDocument processing softwareMicrosoft ExcelAdobeProofreadingAttention to detailOrganizational skills

Required

Strong technical skills and advanced skills in Microsoft Word, Excel, Adobe, and other document-processing software

Keen eye for formatting, grammar, and consistency

Ability to 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

Company

Gross, Mendelsohn & Associates, P.A.

Gross Mendelsohn is a full-service CPA and consulting firm serving the complete needs of privately-held businesses, nonprofit organizations and families in the Mid-Atlantic region.

Founded in 1960