Client Engagement Specialist - Remote

Overview

The Client Engagement Specialist plays a critical role in assisting clients with tax reporting and compliance needs through the ONESOURCE Tax Information Reporting solution.

In Short

• Assist clients in tax reporting and compliance needs.
• Manage client services including data mapping and loading.
• Prepare custom and standard reports for clients.
• Generate print files and manage electronic file transmissions.
• Maintain client relationships and communications.
• Partner with teams for training and implementation.
• Work extended hours during peak processing periods.
• Utilize Microsoft Office, especially Excel and Outlook.
• Deliver exceptional customer service and manage accounts.
• Preferred experience in the 1099 and information return industry.

Requirements

• Bachelor’s degree or equivalent experience in business, finance, or accounting.
• CPA or other accounting/financial designations preferred.
• Intermediate to expert level in Microsoft Office applications.
• 2+ years of experience in customer service and account management.
• Outsourcing or vendor partner service experience.
• Knowledge of ONESOURCE Tax Information Reporting products preferred.

Benefits

• Comprehensive benefit plans and flexible vacation policies.
• Two company-wide Mental Health Days Off annually.
• Work from another location for up to 8 weeks a year.
• Access to LinkedIn Learning and internal talent marketplace.
• Support for mental, physical, and financial wellbeing.
• Competitive 401k plan with company match.
• Paid volunteer days and employee-driven Business Resource Groups.
• Tuition reimbursement and additional employee benefits.