Client Engagement Specialist

Client Engagement Specialist

Thomson Reuters (Tax & Accounting) Inc. is a leading provider of technology and integrated information solutions to accounting, tax and corporate finance professionals in accounting firms, corporations, law firms, and government.

As part of a tax information reporting solution offered to our clients, Client Engagement Services Specialists assist ONESOURCE Tax Information Reporting (OTIR) clients in meeting their tax reporting and compliance needs by performing all agreed upon services as indicated in their service agreement.

• Planning, managing, and performing client services which may include mapping and loading of client data into the OTIR software
• Preparation of custom and standard reports for customer review
• Generation of print files, preparation and transmission of IRS and state electronic files, B-Notice processing, TIN matching and penalty notice processing
• Maintaining client contacts, communications and relationships with appropriate customers at each client location throughout the year
• Partnering with other teams on training and implementation of new clients or client contacts, as well as to escalate client issues
• Available to work extended hours and weeks, specifically during deadline and peak processing periods

Travel requirements: 0 - 5%

• Bachelor's degree or equivalent experience in business, finance, or accounting related areas
• CPA or other accounting/financial designations, preferred
• Intermediate to expert level experience with Microsoft Office applications, especially Excel and Outlook
• Computer certifications or skills, preferred
• Builds effective working relationships across teams
• Effective communication, both verbal and written, including meeting facilitation and presentation skills

• 2+ years of experience delivering exceptional customer service and account management skills, plus customer retention awareness skills
• Outsourcing or Vendor Partner service experience
• 1099 and information return industry experience, preferred
• Knowledge of ONESOURCE Tax Information Reporting products and services, preferred

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave.

These benefits meet or exceed the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee;
Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program;
Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits;
Adoption & Surrogacy Assistance;
Tuition Reimbursement; and access to Employee Stock Purchase Plan.

We comply with local laws that require upfront disclosure of the expected pay range for a position. The base compensation range varies across locations. For any eligible US locations, unless otherwise noted, the base compensation range for this role is $58,100 USD - $107,900 USD. Base pay is positioned within the range based on several factors including an individual's knowledge, skills and experience with consideration given to internal equity.

Base pay is one part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance.

This job posting will close 08/14/2026.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law.

Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug‑free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.