Client Engagement Specialist

This is a fully remote position, open to applicants in Texas.

📋 Description

• Strategizing, overseeing, and executing client services, which may encompass the mapping and loading of client data into the OTIR software.

• Creating both custom and standard reports for client evaluation.

• Producing print files, preparing and transmitting IRS and state electronic files, processing B-Notices, TIN matching, and handling penalty notice processing.

• Sustaining client contacts, communications, and relationships with relevant customers.

• Collaborating with other teams for the training and onboarding of new clients or client contacts.

• Willingness to work extended hours and weeks as necessary.

⛳️ Requirements

• Bachelor’s degree or equivalent experience in business, finance, or accounting-related fields.

• CPA or other accounting/financial certifications are preferred.

• Intermediate to expert proficiency with Microsoft Office applications, particularly Excel and Outlook.

• Computer certifications or skills are preferred.

• Ability to build effective working relationships across teams.

• Strong communication skills, both verbal and written, including the ability to facilitate meetings and present information effectively.

• Over 2 years of experience in providing exceptional customer service and account management skills.

🏝️ Benefits

• Flexibility & Work-Life Balance: Flex My Way set of supportive workplace policies.

• Career Development and Growth: Opportunities for continuous learning and skill enhancement.

• Industry Competitive Benefits: Comprehensive benefits packages including flexible vacation options.

• Culture: A globally recognized reputation for inclusivity and belonging.

• Social Impact: Two paid volunteer days off each year and involvement in pro-bono consulting projects.