About this role
A Client Engagement Specialist at a fast-growing accounting firm will focus on enhancing the client onboarding experience, process improvement, and workflow optimization. The role involves managing client relationships, facilitating onboarding processes, and supporting internal collaboration and communication.
Required Skills
- Customer Service
- Communication
- Project Management
- Process Improvement
- Client Onboarding
- Workflow Optimization
- Account Management
- SOW
- ClickUp
Qualifications
- Bachelor’s Degree
About Anders
anderscpa.comAnders is a CPA and professional services firm that provides advisory, audit & assurance, tax, and accounting services to businesses large and small. The firm offers specialty support including business transition planning, family wealth and estate planning, and guidance on issues like cybersecurity insurance and tax reform. Anders focuses on helping clients manage compliance, risk, and financial strategy so they can concentrate on running their organizations. They also publish insights and resources to keep clients informed on evolving tax and financial topics.
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