What are the responsibilities and job description for the Client Engagement Manager position at AdamsBrown, LLC?
Description
Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business and local government. We offer holistic tax, accounting, payroll, audit, advisory, business transition & valuation, technology and wealth management services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals.
Position Summary
The Client Engagement Manager serves as a key administrative and client service support role for assigned leadership and staff. This position is responsible for managing client communications, coordinating workflow, organizing documentation, and ensuring a smooth, responsive client experience throughout the tax return process, or project engagement. The role requires strong communication and organizational skills, attention to detail, and the ability to translate client requests into actionable tasks for professionals.
This role will directly support the Private Asset Solutions Tax team verticals and their leaders.
FLSA Status: Non-exempt
Requirements
Required Experience and Education
Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and experience. Bachelors Degree in a Business or Liberal Arts field preferred.
Major Duties and Responsibilities
Client Communication & Support
- Manage and monitor email inboxes for assigned tax professionals or project leaders
- Screen, triage, and respond to client emails, converting requests into clear action items for staff
- Answer client questions related to the status of tax returns and provide high-level explanations of the tax process (without providing technical tax advice)
- Send required client communications and proactively follow up to ensure responses and completion
- Review client interactions and utilize technology to optimize the client experience
Meeting & Call Coordination
- Schedule and coordinate client meetings, ensuring calendars are accurately maintained
- Screen client phone calls, take detailed messages, and document notes as needed for tax staff follow-up
Workflow & Document Management
- Manage the collection, organization, and secure storage of client documents used in tax preparation software
- Track receipt of client information and follow up on missing or outstanding documentation
- Ensure client records and communications are properly documented and accessible
Administrative & Operational Support
- Support tax staff by maintaining organized task lists based on client requests
- Assist in streamlining client-facing processes to improve efficiency during busy tax seasons or project engagements
- Act as a liaison between clients and professionals to ensure timely and accurate communication
- Monitor internal workflows and report status to the verticals leader
Desired Skills, Abilities and Characteristics
- Strong organizational and time-management skills with the ability to manage multiple priorities
- Excellent written and verbal communication skills
- High attention to detail and professionalism when handling confidential client information
- Ability to understand team workflows and communicate effectively with both clients and internal staff
- Proficiency with email, calendar management, document management systems, and tax software platforms (or the ability to learn quickly)
- Strong people and interpersonal skills
- Proficient in MS Office Suite and VOIP phone systems
- Ability to work autonomously and independently
- Demonstrates excellence in professional presence
- Customer service skills with an emphasis on the client experience
Work Environment
Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Visit our website to learn more about our benefits.
AdamsBrown, LLC. is an Equal Opportunity Employer.