Client Engagement Specialist

About the role

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.

Responsibilities

• 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 extended hours and weeks, specifically during deadline and peak processing periods

Requirements

• 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

Qualifications

• 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

Skills & Experience

• Builds effective working relationships across teams
• Effective communication, both verbal and written, including meeting facilitation and presentation skills

Benefits

• 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.

Pay

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.

Schedule

Not specified