Client Engagement Manager

AdamsBrown, LLC • Rogers, AR

22h • Hybrid

About The Position

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. The role requires strong communication and organizational skills, attention to detail, and the ability to translate client requests into actionable tasks for professionals. This role will directly support the Private Asset Solutions Tax team verticals and their leaders.

Requirements

• Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and experience.
• 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
• 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
• Ability to work autonomously and independently
• Demonstrates excellence in professional presence
• Customer service skills with an emphasis on the client experience

Nice To Haves

• Bachelors Degree in a Business or Liberal Arts field preferred.

Responsibilities

• 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
• 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
• 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
• Support tax staff by maintaining organized task lists based on client requests
• Assist 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

Benefits

• substantial paid-time-off
• comprehensive benefit package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree