Client Services Representative Core Tax

JOB REQUIREMENTS: Job Summary: The Client Services Representative, Core Tax Services is responsible for assisting the Core Tax Services team in servicing all clients to include organizing, coordinating and processing accounts payable data for clients utilizing a cloud-based accounts payable program that integrates to accounting programs such as QuickBooks as well as completing bookkeeping on basic accounting tasks utilizing client records. This position also performs administrative duties that support the tax department processes and procedures. Job Duties: Meets internal deadlines to match the client expectations for timely delivery of service and ensures client data is collected and processed in a timely manner to comply with payment deadlines and filing requirements Responds to client requests regarding matters related to meetings and general correspondence Accounts for required client engagement documents and required consents Coordinates all physical correspondence to all clients or team members as needed Processes vendor payments efficiently, accurately, and consistently with procedures established Collects Form W-9s for client vendors and assists in preparing and filing of Form 1096, Form 1098 and Form 1099 at year end Maintains files on the BDO Global Portal and shared drive in an organized and consistent manner Provides client and team administrative support, as needed Coordinates software/platform training for team and new hires Research public information Other duties as required Supervisor Responsibilities N/A Qualifications, Knowledge, Skills, and Abilities: Education: High School Diploma, required Associate or Bachelor's degree in Accounting or Finance, preferred Experience: Five (5) or more years accounts payable processing and bookkeeping experience, required Experience in a professional services firm, preferred Software: Advanced level of proficiency in Microsoft Office Suite, required Advanced proficiency in QuickBooks, preferred Other Knowledge, Skills & Abilities: Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail Ability to successfully multi-task while working independently or in coordination with other professionals Understands and maintains the confidentiality of all information Excellent interpersonal skills with the ability to relate with diverse personalities in a tactful and mature manner Excellent written and verbal communication skills Ability to respond tactfully and professionally in high demand situations Takes ownership of work and completes tasks in a timely manner Ability to prioritize and meet both client and departmental demands Ability to check their own work to... For full info follow application link. All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/5D84B87CF790466D