Document Formatting Specialist

Join to apply for the Document Formatting Specialist role at Gross, Mendelsohn & Associates, P.A.

$50,000.00/yr - $60,000.00/yr

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.

• 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.