Tax Client Service Representative - SALT

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RSM is seeking a Client Service Representative (CSR) to join our tax credit services, part of a growing state and local team with over 50 people in the Great Lakes Region. We are seeking a self-motivated, professional and responsible Client Service Representative to focus on tracking, reporting, client communication, and onboarding clients for our Work Opportunity Tax Credit practice for middle market companies. This position is responsible for both client service and administrative functions necessary to support the success of the service line and the clients. This is a critical role where you can truly make a difference in the success of the team.

Responsibilities:

  • Monitor compliance and coach locations to improve
  • Create/modify monthly reports and send to clients
  • Note client issues for Account Managers to track
  • Answer questions about reports
  • Coordinate with Account Managers to train Location Manager for new clients and new locations or a current client
  • Research missing data and correct forms for Document Management team
  • Coordinate with AM to train locations that consistently provide incomplete forms or no forms
  • Provide feedback to locations regarding WOTC program
  • Assist Account Managers in preparing documents for annual client meetings
  • Attend annual client meetings, as required
  • Monitor Supplies mailbox
  • Send sample reports to locations. Compliance Reports, Tax Reports, Overdue 8850
  • Assist in monthly client billing
  • Maintain detailed list of clients and maintain tracking system
  •  

Minimum Qualifications and Competencies: 

  • High School diploma or equivalent required, some college or Associate's Degree preferred
  • Proficient in the use of MS Office, including Excel (Intermediate Skill Level Required), Word, Outlook and PowerPoint as well as knowledge of basic office equipment
  • Proven, exemplary customer service skills
  • Detail orientation
  • Ability to communicate effectively with clients and internal staff via telephone and
    electronic mediums

    Physical Requirements or Environmental Factors: 
  • Capable of lifting no more than twenty pounds
  • Extensive PC and telephone work
  • Some moving through the building
  • Position is mainly sedentary and requires the ability to sit for long periods of time

 

Primary Location:
USA-Chicago Downtown or Schaumburg


You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID req4172
Line of Business: Tax Services
SubFunction: State and Local Tax
Job Type: Full Time
Req #: req4172
Location: 191 North Wacker Dr Ste 1400, , Chicago, IL US
Region: Great Lakes Region
Job Category: Tax
Employment Type: Experienced
Degree Required: None
Travel: No
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