Client Services Representative, Core Tax Services

Client Services Representative

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

Qualifications, Knowledge, Skills, and Abilities :

Education :

Experience :

Software :

Other Knowledge, Skills & Abilities :