Client Services Professional II

Overview

This role involves supporting accounting and tax-related work, including client documentation, data entry, bookkeeping, and back-end processing of tax returns.

Responsibilities

• May prepare corporate tax returns, client billing, engagement letters, and contracts
• May complete bookkeeping and accounting duties for clients, including:
  • Organizing and preparing work papers
  • Preparing bank deposits and reconciliations
  • Administering general ledger coding, postings, and documents for correct entry
• Collect and enter/download data from clients and review for accuracy
• File and retrieve documents, records, and reports
• Prepare engagement letters and other correspondence with clients
• Perform back-end processing such as printing, copying, filing, basic quality assurance, and delivery of tax returns
• Operate accounting and/or tax software to record, store, and analyze data
• Additional responsibilities as assigned

Requirements

• High School Diploma or GED required
• At least 3 years of accounting experience
• Ability to work in a team environment as well as independently
• Must maintain current required licenses and certifications relevant to field of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

Preferred Qualifications

• Associate's degree