Client Services Specialist

Job Title
Client Services Specialist
Job ID
tyler,  TX 75703
Other Location

Client Services Specialist

Accounting and Reporting Services Department. Our firm offers a variety of quality professional services include  reputable public accounting firm in Tyler, Texas is seeking an experienced person to work in our tax, accounting, auditing, consulting, and reporting services to businesses and individuals. We offer an opportunity for leadership and career advancement with competitive compensation and a benefits package in a beautiful work environment.


  • 3-5 years of managerial level accounting experience
  • Proficiency in QuickBooks, Microsoft Excel, Word and Outlook
  • Experience in financial statement preparation
  • Proficiency in all aspects of payroll and payroll reporting
  • Strong written and verbal communication skills
  • Commitment to developing client prospects
  • Ability to develop topical training sessions and provide training to firm staff
  • Strong organization, time management, interpersonal skills and attention to detail
  • Professional demeanor towards duties and responsibilities, particularly with regard to independence, professional ethics, and the exercise of professional judgment

Preferred, Not Required

  • CPA
  • QuickBooks Advisor Certification
  • Consulting Experience
  • Understanding of GAAP and Audit Reporting, Tax basis reporting for all types of entities
  • Bilingual in English and Spanish
  • Non-Smoker

Job Description

  • General ledger analysis of accounts
  • Prepare financial statements and reports.
  • Prepare federal and state payroll tax returns and sales tax returns, Forms 1099 and W-2.
  • Preparation of various written correspondence/guidance/rulings and other documents for submission to IRS or any other federal or state agency
  • Manage multiple clients, budgets and production goals
  • Develop new client relationships, maintain personal networks, and participation in civic, business, and professional organizations
  • Train, develop and evaluate other staff’s work
  • Use research services to increase technical knowledge and provide valuable services to client

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