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.

About the Role:

• 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 working work extended hours and weeks, specifically during deadline and peak processing periods.
• Travel requirements: 0 – 5%

About You:

• 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

Skills & Experience Requirements:

• 2+ year's 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

What's in it For You?

• Flexibility & Work-Life Balance:
  Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
• Career Development and Growth:
  By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
• Industry Competitive Benefits:
  We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• Culture:
  Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values:
  Obsess over our Customers, Compete to Win, Challenge (Y) our Thinking, Act Fast / Learn Fast, and Stronger Together.
• Social Impact:
  Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• Making a Real-World Impact:
  We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

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 exceeds 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…