Client Services Professional II

This is a fully remote position, open to applicants in Rhode Island.

📋 Description

• Responsible for preparing corporate tax returns, client invoicing, engagement letters, and contracts.

• May perform bookkeeping and accounting tasks for clients, which includes organizing and preparing work papers, managing bank deposits and reconciliations, and ensuring the accurate entry of general ledger coding, postings, and documents.

• Gather and input/download data from clients while verifying its accuracy.

• Manage the filing and retrieval of documents, records, and reports.

• Draft engagement letters and other communications with clients.

• Carry out back-end processing tasks such as printing, copying, filing, conducting basic quality assurance, and delivering tax returns.

• Utilize accounting and/or tax software to record, store, and analyze data.

• Undertake additional responsibilities as needed.

⛳️ Requirements

• A High School Diploma or GED is required.

• Minimum of 3 years of experience in accounting.

• Ability to collaborate effectively in a team setting as well as work independently.

• Must hold current required licenses and certifications pertinent to the field.

• Proficient in the use of relevant technology.

• Proven ability to communicate effectively, both verbally and in writing, across all levels of the organization, internally and externally.

🏝️ Benefits

• Competitive salary and compensation package.

• Opportunities for professional development and growth.

• Supportive work environment with a focus on teamwork.