Client Engagement Manager

Position Summary

The Client Engagement Manager serves as a key administrative and client service support role for assigned leadership and staff. This position is responsible for managing client communications, coordinating workflow, organizing documentation, and ensuring a smooth, responsive client experience throughout the tax return process, or project engagement.

Requirements

• Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and experience.
• Bachelors Degree in a Business or Liberal Arts field preferred.

Duties And Responsibilities

• Client Communication & Support:
• Manage and monitor email inboxes for assigned tax professionals or project leaders.
• Screen, triage, and respond to client emails, converting requests into clear action items for staff.
• Answer client questions related to the status of tax returns and provide high-level explanations of the tax process (without providing technical tax advice).
• Send required client communications and proactively follow up to ensure responses and completion.
• Review client interactions and utilize technology to optimize the client experience.
• Meeting & Call Coordination:
• Schedule and coordinate client meetings, ensuring calendars are accurately maintained.
• Screen client phone calls, take detailed messages, and document notes as needed for tax staff follow-up.
• Workflow & Document Management:
• Manage the collection, organization, and secure storage of client documents used in tax preparation software.
• Track receipt of client information and follow up on missing or outstanding documentation.
• Ensure client records and communications are properly documented and accessible.
• Administrative & Operational Support:
• Support tax staff by maintaining organized task lists based on client requests.
• Affiliate in streamlining client-facing processes to improve efficiency during busy tax seasons or project engagements.
• Act as a liaison between clients and professionals to ensure timely and accurate communication.
• Monitor internal workflows and report status to the verticals leader.

Desired Skills, Abilities And Characteristics

• Strong organizational and time-management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• High attention to detail and professionalism when handling confidential client information.
• The ability to understand team workflows and communicate effectively with both clients and internal staff.
• Proficiency with email, calendar management, document management systems, and tax software platforms (or the ability to learn quickly).
• Strong people and interpersonal skills.
• Proficient in MS Office Suite and VOIP phone systems.
• The ability to work autonomously and independently.
• Demonstrates excellence in professional presence.
• Customer service skills with an emphasis on the client experience.

Work Environment

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Visit our website to learn more about our benefits.

AdamsBrown, LLC. is an Equal Opportunity Employer.