Accountant - Client Service Representative

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Client Service Representative

RSM is seeking a Client Service Representative (CSR) to join our 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.


As part of our Accounting team, you will assist us in delivering outstanding services to our small business clientele such as:

  • Monthly write-up services

  • Financial statement preparation for various clients

  • Process payrolls and reports

  • Sales & payroll tax reporting for multiple clients

  • 1099 processing

  • Assist accountants with client projects

  • Monthly bank account and general ledger reconciliations

  • Assist with processing client financial information


  • Unique aptitude for figures and problem-solving

  • Exceptional organization skills and attention to detail

  • Bookkeeping skills, general knowledge of payroll and sales taxes is preferred

  • 2 year accounting degree or equivalent experience

  • Advanced knowledge of Excel

  • Knowledge of QuickBooks is preferred

  • Previous experience preparing 1040 tax returns is preferred, but not required

  • Ability to manage multiple projects while meeting deadlines

  • Decision making, problem solving and analytical skills

  • High level of professionalism

  • Travel is limited, with there being no overnight travel.



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 req3765
Line of Business: Audit
SubFunction: None
Job Type: Full Time
Req #: req3765
Location: Suite 310, One Parker Place, Janesville, WI US
Region: Great Lakes Region
Job Category: Audit/Assurance
Employment Type: Experienced
Degree Required: Associate
Travel: Yes
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