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 bank reconciliations
Reconciliation of year end brokerage statements to tax reporting statements (Form 1099) and trial balance. Ability to recognize and make appropriate adjustments.
Weekly payroll processing and bookkeeping
Preparing basic income tax returns
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
Ability to communicate directly with clients including working at client site
Occasional administrative assistance including: tax return and financial statement assembly
Minimum 1 year experience in accounting including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, and sales tax preferred
Experience with Microsoft Excel, Microsoft Word, and Quickbooks
Associates degree in Accounting or equivalent work experience
Tax return preparation a plus