BDO
From BDO's careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
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.
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
High School Diploma, required
Associate or Bachelor’s degree in Accounting or Finance, preferred
Five (5) or more years accounts payable processing and bookkeeping experience, required
Experience in a professional services firm, preferred
Advanced level of proficiency in Microsoft Office Suite, required
Advanced proficiency in QuickBooks, preferred
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
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