BDO USA · 10 hours ago
Client Services Representative, Core Tax Services
Madison, WI
Full-time
Onsite
Senior Level
5+ years expBDO USA is a leading professional services firm, and they are seeking a Client Services Representative for their Core Tax Services team. This role involves assisting in servicing clients by organizing and processing accounts payable data, performing bookkeeping tasks, and providing administrative support to the tax department.
AccountingConsultingFinancial Services
Responsibilities
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
Qualification
Required
High School Diploma, required
Five (5) or more years accounts payable processing and bookkeeping experience, required
Advanced level of proficiency in Microsoft Office Suite, required
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 eliminate errors and rework
Follows procedures and communicates issues and status to multiple supervisors
Ability to efficiently process data using strong technology skills
Preferred
Associate or Bachelor's degree in Accounting or Finance, preferred
Experience in a professional services firm, preferred
Advanced proficiency in QuickBooks, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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