Client Engagement Specialist

Client Engagement Specialist

As part of a tax information reporting solution offered to our clients, Client Engagement Services Specialists assist 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. 

About the Role:

• 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 at each client location throughout the year. 
• Partnering with other teams on training and implementation of new clients or client contacts, as well as to escalate client issues.
• Available to working work extended hours and weeks, specifically during deadline and peak processing periods.

About You:

• 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
• 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

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What's in it For You?

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.

Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The base compensation range varies across locations.

For any eligible US locations, unless otherwise noted, the base compensation range for this role is $56,000 - $104,000.

This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance.
Base pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay is one part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs.


This job posting will close 05/31/2025.

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.