Client Engagement & Tax Workflow Coordinator

Rehmann Robson LLC; Grand Rapids (MI); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Benefits focused on physical and mental health

Paid time off for volunteering

Flexible work arrangements

Job summary

Rehmann Robson LLC in Grand Rapids, Michigan is seeking a client engagement associate to manage client onboarding, document processing, and tax return workflows. The successful candidate will be responsible for preparing engagement letters, managing client communications, and tracking tax return processes.

Qualifications include an associate degree or equivalent work experience, proficiency in Microsoft Office, and strong communication skills. Benefits include paid time off for volunteering and flexible work arrangements.

Qualifications

• Proficient in preparing correspondence, reports, tables, and exhibits.
• Professional handling of communications and discretion with confidential materials.
• Strong prioritization and time-management skills.

Responsibilities

• Manage client onboarding and document processing tasks.
• Prepare engagement letters and follow up on signatures.
• Track and manage tax return processes and due dates.

Skills

Microsoft Office suite proficiency

Articulate spoken and written communication

Critical thinking and sound judgment

Strong attention to detail

Education

Associate degree or equivalent work experience

Tools

Outlook

Excel

Tax-specific software

Job description

Rehmann Robson LLC in Grand Rapids, Michigan is seeking a client engagement associate to manage client onboarding, document processing, and tax return workflows. The successful candidate will be responsible for preparing engagement letters, managing client communications, and tracking tax return processes.

Qualifications include an associate degree or equivalent work experience, proficiency in Microsoft Office, and strong communication skills. Benefits include paid time off for volunteering and flexible work arrangements.