Private Client Services Tax Client Service Representative 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. Responsibilities: * 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 Qualifications: * 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 req4633 Line of Business:
Tax Services SubFunction: Private Client Services Job Type: Full Time
Req #: req4633 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