Client Services Specialist (Remote)

CBIZ; Providence (RI); Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player in professional services is seeking a detail-oriented individual to join their team. This role offers the opportunity to work with IRS forms and assist clients in navigating complex registration processes. With a focus on team member growth, this position provides a supportive work environment and the flexibility of remote work. Ideal candidates will have a strong background in accounting and a commitment to maintaining professional certifications. Join a company that values education assistance and offers comprehensive benefits, making it an exciting opportunity for career advancement.

Benefits

Comprehensive medical and dental insurance

Retirement savings and life/disability insurance

Education assistance

Certification incentives

Team member recognition programs

Qualifications

• High School Diploma or GED required; Associate's degree preferred.
• At least 2 years of accounting work experience required.

Responsibilities

• Prepare IRS Forms SS-4 for Employer Identification Numbers.
• Organize IRS Forms 8832 for Entity Classification Elections.
• Monitor client in-boxes and correspond with investors.

Skills

Accounting

Teamwork

Technology Proficiency

Education

High School Diploma or GED

Associate's Degree

Bachelor's Degree in a related field

Tools

IRS Forms Software

Job description

Employer Industry: Professional Services

Why consider this job opportunity:
- Salary up to $45.00/hr
- Comprehensive medical and dental insurance
- Retirement savings and life/disability insurance provided
- Opportunities for education assistance and certification incentives
- Supportive work environment with a focus on team member recognition and growth
- Remote work flexibility available

What to Expect (Job Responsibilities):
- Prepare and complete IRS Forms SS-4 for Employer Identification Numbers
- Organize and draft IRS Forms 8832 for Entity Classification Elections
- Register client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs)
- Monitor co-sourcing client in-boxes and correspond with clients’ investors for necessary forms
- Maintain detailed trackers of investor contact and statuses, and perform special projects as assigned

What is Required (Qualifications):
- High School Diploma or GED required; Associate's degree preferred
- At least 2 years of accounting work experience
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to the field of expertise
- Proficient use of applicable technology

How to Stand Out (Preferred Qualifications):
- Bachelor’s degree in a related field

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