Tax - Client Service Representative

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RSM is seeking a Client Service Representative (CSR) to join our Tax practice. We are seeking a self-motivated, professional and responsible Client Service Representative to focus on accounting procedures and tax return preparation for closely-held businesses and individuals. 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.


  • Accounting services, including in-house bookkeeping and bank reconciliations

  • Maintenance of client depreciation schedules utilizing BNA and tax preparation software

  • Weekly payroll processing and bookkeeping

  • Preparing tax returns including individual, property tax, payroll, department of revenue, employment security, and labor & industries

  • Work closely with our tax team to provide support for our day to day services to our clients

  • Provide timely and high quality service to meet our clients’ expectations and perform research projects as necessary

  • Occasional administrative assistance including: tax return and financial statement assembly and reception area coverage


  • Minimum 1 year experience in accounting, including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, and sales tax preferred

  • Associates degree in Accounting or equivalent work experience

  • Tax return preparation a plus

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 req2746
Line of Business: Tax Services
SubFunction: Lead Tax
Job Type: Part Time
Req #: req2746
Location: 125 South Dubuque Street, Ste. 400, , Iowa City, IA US
Region: Central Region
Job Category: Tax
Employment Type: Temporary
Degree Required: Associate
Travel: No
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