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Client Service Representative
RSM
New Bern, NC, United States
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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 providing accounting services and the preparation of financial statements 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 and on-site bookkeeping and bank reconciliations
• Maintenance of client depreciation schedules
• Preparation of financial statements
• Payroll processing and related bookkeeping
• Preparing tax returns including, payroll, department of revenue, employment security, and other forms and reports as necessary
• 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
• Occasional administrative assistance including: tax return and financial statement assembly and reception area coverage
Qualifications:
• Minimum 2 year experience in accounting, including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, and sales tax
• Associates degree in Accounting or equivalent work experience