Client Services Representative, Core Tax Services

BDO Capital Advisors, LLC; Madison (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Flexible working opportunities

Career advancement opportunities

Job summary

A leading financial services firm in Madison, WI is seeking a Client Services Representative for Core Tax Services. This role involves assisting the team in processing accounts payable data, ensuring timely client service, and performing administrative duties. Candidates should have significant accounts payable experience, proficiency in Microsoft Office and QuickBooks, and excellent communication skills. Join a workplace that values individuality and career advancement.

Qualifications

• Five or more years of accounts payable processing and bookkeeping experience required.
• Experience in a professional services firm preferred.
• Advanced level of proficiency in Microsoft Office Suite required.

Responsibilities

• Organizing and processing accounts payable data for clients in a timely manner.
• Responding to client requests and coordinating all physical correspondence.
• Processing vendor payments accurately and maintaining organized files.

Skills

Communication skills

Attention to detail

Time management

Interpersonal skills

Technology proficiency

Education

High School Diploma

Associate or Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office Suite

QuickBooks

Job description

Client Services Representative, Core Tax Services

Madison, WI, United States

Job Description

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
• N/A

Qualifications, Knowledge, Skills, and Abilities:

Education:

• 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

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

• Locations One Erdman Place, Madison, WI, 53717, US