Client Services Representative, Core Tax Services

BDO

Full time Financial Clerks
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Location
Madison, Wisconsin, United States
Posted
July 02, 2026

Job Description

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
  • Coor...

    • Job Details

    • Job Type
      Full time
    • Category
      Financial Clerks
    • Date Posted
      July 02, 2026
    • Application Deadline
      August 11, 2026