H&CO is one of the leading professional services firms providing domestic and international accounting, tax and technology advisory services to domestic and global businesses. With a global presence, we specialize in navigating the complexities of international taxation, helping our clients optimize their cross-border transactions and comply with ever-changing regulations.
The Role:
The Engagement Manager will oversee between 200-400 engagements annually, acting as the primary client contact and ensuring seamless engagement execution. This role focuses on client satisfaction, retention, and operational efficiency, supported by designated accounting advisors responsible for technical accounting and tax tasks related to the engagement.
Key Responsibilities:
Client Relationship Management:
- Serve as the primary point of contact for clients, addressing inquiries and scheduling meetings.
- Understand and address clients' financial and service needs to ensure satisfaction and retention.
Engagement Coordination:
- Manage the execution of 200-400 engagements annually, ensuring deadlines and quality standards are met.
- Collaborate with internal teams, including assigned accountants, to ensure accurate and timely delivery of services.
Client Success Planning:
- Develop and execute Client Success Plans with scheduled proactive touchpoints to enhance engagement.
Problem Resolution:
- Address and ensured that issues such as IRS notices and compliance matters, resolved timely.
Service Knowledge and Revenue Growth:
- Maintain a strong understanding of the services offered to identify opportunities for additional client value.
Engagement Completion and Follow-Up:
- Ensure engagement completion, communicate with clients upon completion, thank them for their trust, and remain available for future needs.
Required Skills and Qualifications:
Education and Experience:
- Bachelor’s degree or equivalent experience in client management, business, or related fields.
- Experience managing multiple engagements, preferably in a client-focused environment.
Technical Skills:
- Familiarity with basic accounting and tax principles (training will be provided).
- Proficiency in engagement management tools and client relationship management (CRM) software.
Soft Skills:
- Exceptional communication and interpersonal skills to build trust and rapport with clients.
- Strong organizational skills with the ability to manage high volumes of engagements simultaneously.
- Problem-solving and critical-thinking abilities to address client concerns efficiently.
Performance Metrics:
Client Satisfaction:
- Maintain high client satisfaction ratings and retention metrics.
Engagement Delivery:
- Ensure timely and accurate completion of all assigned engagements.
Engagement and Growth:
- Proactively identify opportunities to enhance client relationships and deliver additional value.