Client Services Representative, Core Tax Services

BDO USA, LLP; Madison (WI); On-site; USD 45,000 - 65,000; Full time

Job summary

BDO USA, LLP is seeking a Client Services Representative, Core Tax Services, to assist the core tax team by organizing and processing accounts payable data for clients using cloud-based software that integrates with QuickBooks. The role also supports basic bookkeeping tasks and broader tax department processes.

You will coordinate and prepare client documentation, respond to client inquiries, and help maintain files on the BDO Global Portal, enabling smooth year-end activities and timely service

Qualifications

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

Responsibilities

• Meets internal deadlines to ensure timely delivery of service and payment processing.
• Responds to client requests regarding meetings and general correspondence.
• Collects vendor payments and ensures accurate filing of tax-related forms.
• Maintains organized client files on the BDO Global Portal and shared drives.
• Provides administrative support to the tax department and coordinates training for team.

Skills

Interpersonal skills

Communication skills

Attention to detail

Multitasking

Deadline-driven

Confidentiality

Education

High School Diploma

Associate or Bachelor's degree in Accounting or Finance

Tools

Microsoft Office Suite

QuickBooks

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

Supervisor Responsibilities

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