Client Engagement Specialist

Thomson Reuters•Frisco, TX

3d•$58,100 - $107,900•Remote

About The Position

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.

Requirements

Bachelor’s degree or equivalent experience in business, finance, or accounting related areas
Intermediate to expert level experience with Microsoft Office applications, especially Excel and Outlook
2+ year’s experience: Delivering exceptional customer service and account management skills, plus customer retention awareness skills
2+ year’s experience: Outsourcing or Vendor Partner service experience
2+ year’s experience: 1099 and Information return industry experience, preferred
Builds effective working relationships across teams
Effective communication, both verbal and written, including meeting facilitation and presentation skills

Nice To Haves

CPA or other accounting/financial designations, preferred
Computer certifications or skills, preferred
Knowledge of ONESOURCE Tax Information Reporting products and services, preferred

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 work extended hours and weeks, specifically during deadline and peak processing periods.

Benefits

Flexible vacation
two company-wide Mental Health Days off
access to the Headspace app
retirement savings
tuition reimbursement
employee incentive programs
resources for mental, physical, and financial wellbeing
market competitive health, dental, vision, disability, and life insurance programs
competitive 401k plan with company match
competitive vacation, sick and safe paid time off
paid holidays
parental leave
sabbatical leave
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
access to Employee Stock Purchase Plan