Client Engagement Specialist

Job not on LinkedIn

🔥 16 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $58.1k - $107.9k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🦅 H1B Visa Sponsor

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Thomson Reuters

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2008

💸 Finance

📱 Media

☁️ SaaS

Finance • Media • SaaS

Thomson Reuters is a global content and technology company that provides professionals with reliable and accurate solutions across the legal, tax and accounting, international trade, and risk management sectors. The company offers a range of products including legal research tools, tax preparation software, compliance and regulatory solutions, and media services like Reuters for global news. With significant investments in generative AI, Thomson Reuters continues to innovate in helping professionals optimize their workflows and enhance their decision-making. Their platforms serve various industries such as law firms, corporations, tax professionals, and media organizations, providing essential tools that combine powerful technology with in-depth expert content.

📋 Description

• 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 • Partnering with other teams on training and implementation of new clients or client contacts • Available to working work extended hours and weeks

🎯 Requirements

• 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 • Builds effective working relationships across teams • Effective communication, both verbal and written, including meeting facilitation and presentation skills • 2+ year’s experience in delivering exceptional customer service and account management skills

🏖️ Benefits

• Flexibility & Work-Life Balance: Flex My Way set of supportive workplace policies • Career Development and Growth: Continuous learning and skill development • Industry Competitive Benefits: Comprehensive benefit plans including flexible vacation • Culture: Globally recognized reputation for inclusion and belonging • Social Impact: Two paid volunteer days off annually and pro-bono consulting projects