Client Engagement Specialist

Do you enjoy working directly with Tax clients in preparation to submit their individual forms? 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. This position is responsible for reviewing client data and the preparation of client tax returns in accordance with established compliance deadlines.

About the Role

In this opportunity as Client Engagement Specialist, you will:

• 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. This may include face to face client meetings.
• 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

You are a fit for the role of Client Engagement Specialist if your background includes:

• 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
• Builds effective working relationships across teams
• Effective communication, both verbal and written, including meeting facilitation and presentation skills
• 2+ years demonstrated 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?

You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:

• Hybrid Work Model: Currently the majority of our employees are working within a hybrid environment consisting of in-office and remote work, and following local COVID-19 bylaws and guidelines.
• Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more
• Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: company-wide Mental Health Day Off; Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing
• Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters cafe networking
• Social Impact: Eight employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact
• Purpose Driven Work: We have a superpower that we've never talked about with as much pride as we should - we are one of the only companies on the planet 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.

#LI-BS1

Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we've been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world's most global news services - Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.

We are powered by the talents of 25,000 employees across more than 75 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. At a time when objectivity, accuracy, fairness and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

Accessibility

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

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More information about Thomson Reuters can be found on https://thomsonreuters.com.