OTIR Client Engagement Analyst

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, the Client Engagement Services Analyst assists 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 OTIR Client Engagement Analyst, you will:

• Point of contact for OTIR client to process and submit all required direct state filings throughout the year.
• Preparation of custom and standard reports for customer review.
• Provide confirmation information back to client that all direct state filings were submitted as required.
• Research and maintain direct state filing information and update/prepare documentation that can be reviewed by OTIR Client Engagement Team.
• Assist other OTIR Client Engagement team members with direct state filing.
• Available to work extended hours and weekends, specifically during deadline and peak processing periods.
• Must be able to work in Dallas office location when processing/mailing of direct state filings is required.
• Travel requirements: 0 - 5%

About You

You're a fit for the role of OTIR Client Engagement Analyst if your background includes:

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

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: We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected

Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, two company-wide Mental Health Days Off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country, Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.

Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.

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: Ten 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-VR1

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 26,000 employees across more than 70 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.