Client Services Representative, Core Tax Services

BDO USA; Madison (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

ESOP benefits

Total Rewards program

Job summary

BDO USA is seeking a Client Services Representative, Core Tax Services in Madison, WI to support the Core Tax Services team by organizing, coordinating and processing accounts payable data for clients using a cloud-based AP program that integrates with QuickBooks. The role also performs basic bookkeeping and general administrative duties for the tax department.

The position requires strong Excel and QuickBooks skills, five years of AP/bookkeeping experience, and the ability to meet deadlines in

Qualifications

• High School Diploma required.
• Associate or Bachelor’s degree in Accounting or Finance preferred.
• Five or more years accounts payable processing and bookkeeping experience required.
• Experience in a professional services firm preferred.
• Advanced proficiency in Microsoft Office Suite required.
• Advanced proficiency in QuickBooks preferred.

Responsibilities

• Meets internal deadlines to ensure timely service delivery and client data processing in line with payment deadlines and filing requirements.
• Responds to client requests regarding meetings and general correspondence.
• Keeps track of required client engagement documents and consents.
• Coordinates all physical correspondence to clients or team members as needed.
• Processes vendor payments accurately and consistently per procedures.
• Collects Form W-9s for client vendors and assists in preparing and filing Form 1096, 1098 and 1099 at year end.
• Maintains files on the BDO Global Portal and shared drive in an organized way.
• Provides client and team administrative support as needed.
• Coordinates software/platform training for team and new hires.
• Researches public information.
• Other duties as required.

Skills

Accounts payable processing

Bookkeeping

Attention to detail

Communication skills

Time management

Education

High School Diploma

Associate or Bachelor’s in Accounting/Finance

Tools

Microsoft Office Suite

QuickBooks

Job description

JOB DESCRIPTION

The Client Services Representative, Core Tax Services is responsible for assisting the Core Tax Services team in servicing all clients to include organizing, coordinating and processing accounts payable data for clients utilizing a cloud-based accounts payable program that integrates to accounting programs such as QuickBooks as well as completing bookkeeping on basic accounting tasks utilizing client records. This position also performs administrative duties that support the tax department processes and procedures.

Job Summary

The Client Services Representative, Core Tax Services is responsible for assisting the Core Tax Services team in servicing all clients to include organizing, coordinating and processing accounts payable data for clients utilizing a cloud-based accounts payable program that integrates to accounting programs such as QuickBooks as well as completing bookkeeping on basic accounting tasks utilizing client records. This position also performs administrative duties that support the tax department processes and procedures.

Job Duties

• Meets internal deadlines to match the client expectations for timely delivery of service and ensures client data is collected and processed in a timely manner to comply with payment deadlines and filing requirements
• Responds to client requests regarding matters related to meetings and general correspondence
• Accounts for required client engagement documents and required consents
• Coordinates all physical correspondence to all clients or team members as needed
• Processes vendor payments efficiently, accurately, and consistently with procedures established
• Collects Form W-9s for client vendors and assists in preparing and filing of Form 1096, Form 1098 and Form 1099 at year end
• Maintains files on the BDO Global Portal and shared drive in an organized and consistent manner
• Provides client and team administrative support, as needed
• Coordinates software/platform training for team and new hires
• Research public information
• Other duties as required

Supervisor Responsibilities

• N/A

Education

Qualifications, Knowledge, Skills, and Abilities:

• High School Diploma, required
• Associate or Bachelor’s degree in Accounting or Finance, preferred

Experience

• Five (5) or more years accounts payable processing and bookkeeping experience, required
• Experience in a professional services firm, preferred

Software

• Advanced level of proficiency in Microsoft Office Suite, required
• Advanced proficiency in QuickBooks, preferred

Other Knowledge, Skills & Abilities

• Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail
• Ability to successfully multi-task while working independently or in coordination with other professionals
• Understands and maintains the confidentiality of all information
• Excellent interpersonal skills with the ability to relate with diverse personalities in a tactful and mature manner
• Excellent written and verbal communication skills
• Ability to respond tactfully and professionally in high demand situations
• Takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Ability to check their own work to eliminate errors and rework
• Follows procedures and communicates issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"