Private Client Services 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  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

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 req4096
Line of Business: Tax Services
SubFunction: Private Client Services
Job Type: Full Time
Req #: req4096
Location: 1330 Post Oak Blvd, Floors 23 and 24, Houston, TX US
Region: Central Region
Job Category: Tax
Employment Type: Experienced
Degree Required: Associate
Travel: No
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