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Client Engagement Specialist

Thomson Reuters Professional & Consulting Services 3/15/2018 11:48:22 AM Carrollton, TX United States of America
Job Description

Client Engagement Specialist


Thomson Reuters (Tax & Accounting) Inc. is a leading provider of technology and integrated information solutions to accounting, tax and corporate finance professionals in accounting firms, corporations, law firms, and government.

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. 

This position is responsible for reviewing client data and the preparation of client tax returns in accordance with established compliance deadlines.

Service Specialists duties may include:

  • 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.

Travel requirements: 0 – 5%


Education & Competency 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

Skills & Experience Requirements:

  • 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

At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences. With more than 45,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own.

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 country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

Intrigued by a challenge as large and fascinating as the world itself? Come join us.

To learn more about what we offer, please visit

More information about Thomson Reuters can be found on

Carrollton-Texas-United States of America
Req #: JREQ101309
Locations: Carrollton-Texas-United States of America
Job Function: Professional & Consulting Services
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