Client Engagement Specialist

Managing client services remotely, the full-time Client Engagement Specialist will assist ONESOURCE Tax Information Reporting clients with tax reporting and compliance needs, including data management, report preparation, and maintaining client relationships. Key responsibilities Plan, manage, and perform client services, including data mapping and loading into OTIR software Prepare custom and standard reports for client review and manage IRS and state electronic file transmissions Maintain client communications and relationships while partnering with teams for client training and issue escalation Required qualifications Bachelor's degree or equivalent experience in business, finance, or accounting 2+ years of experience in customer service and account management, preferably in the tax reporting industry Intermediate to expert proficiency in Microsoft Office applications, especially Excel and Outlook CPA or other relevant accounting/financial designations preferred Knowledge of ONESOURCE Tax Information Reporting products and services preferred