Client Engagement Specialist

Job Summary

A company is looking for a Client Engagement Specialist to assist clients with tax reporting and compliance needs.

Key Responsibilities

• Plan, manage, and perform client services, including data mapping and loading into software
• Prepare custom and standard reports, and handle IRS and state electronic file transmissions
• Maintain client relationships and collaborate with teams for training and issue resolution

Required Qualifications

• Bachelor's degree or equivalent experience in business, finance, or accounting with 2+ years of experience
• 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
• Experience in the 1099 and Information return industry preferred