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Client Services Professional | Family Office Services

CBIZ
Full-time
Remote friendly (Palm Beach Gardens, Florida, United States)
United States

Description

#LI-CL1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • May prepare corporate tax returns, client billing, engagement letters and contracts
  • May complete bookkeeping and accounting duties for clients. This includes 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
  • Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns
  • Operates accounting and/or tax software to record, store and analyze data
  • Additional responsibilities as assigned

 

Preferred Qualifications

  • Associates Degree

Qualifications

Minimum Qualifications

  • High School Diploma or GED
  • At least 2 years of accounting work 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