Engagement Resources and Coordinator Specialist

Johnson Lambert LLP; United States; Remote; USD 45,000 - 60,000; Full time

Job summary

Johnson Lambert LLP is seeking an Engagement Resources and Coordinator Specialist to join a fully remote team focused on client engagement and support. The role involves a mix of administrative tasks, compliance duties, and effective communication with clients and professional staff. Candidates should possess strong organizational skills, attention to detail, and a degree in Accounting. This position offers an opportunity to grow in a supportive environment that values collaboration and agility.

Qualifications

• 1-2 years of experience in a similar role.
• Familiarity with basic accounting principles and software is a plus.
• Highly organized with excellent verbal and written communication skills.

Responsibilities

• Support client engagements and ensure positive experiences.
• Manage client correspondence and deliverables.
• Coordinate with internal teams for successful project execution.

Skills

Attention to detail

Editing

Proofreading

Critical thinking

Interpersonal skills

Written communication

Education

Associate’s degree in Accounting

Tools

Microsoft Office

Google Suite

Job description

Engagement Resources and Coordinator Specialist

Johnson Lambert LLP is currently seeking an Engagement Resources and Coordinator Specialist to join our team.

At Johnson Lambert we relentlessly strive to advocate for our clients and employees, and inspire an environment that embodies agility, respect, and trust. In this role, you will work collaboratively with Professional staff to perform or assist in effectively executing various aspects of client engagements. This is a fully remote position.

As an Engagement Resources and Coordinator Specialist you will perform designated tasks throughout the engagement cycle. You will directly support efforts to ensure a positive client experience by facilitating successful and timely kickoff and wrap up of audit engagements. The responsibilities of this role consist of a combination of administrative, compliance, and basic accounting work and will primarily be executed independently, with a heavy focus on written communication.

You will:

• Prepare client correspondence for review
• Send, receive and monitor requests related to our engagements
• Maintain communication and collaboration with internal teams to ensure client materials received meet the needs for the execution of our services
• Coordinate and communicate with team members to ensure a smooth engagement and escalate delays as appropriate
• Format, proofread and draft client deliverables
• Prepare and complete:
• Client request lists
• Engagement Letters
• Audit confirmations
• Accumulate and enter client data and analyze documentation for accuracy
• Maintain and update client and engagement data and project statuses in workflow software
• Effectively track and adhere to internal and external deadlines
• Support evolving needs and projects across all business units

Qualifications & Selection Process

We look for candidates with:

• Familiarity with basic accounting principles, procedures, and terminology
• Superb editing, proofreading and grammar skills
• Strong attention to detail and a commitment to quality
• Capacity to analyze data and draw logical conclusions
• Work collaboratively with team members across all business units
• Effective interpersonal skills, with an ability to interface with clients, personnel and service providers at all levels
• Excellent written and verbal communication skills
• Follow written and oral directions and instructions; maintain client confidentiality
• A self-starter with a service-minded attitude
• Highly organized and structured when approaching tasks and responsibilities
• Strong critical thinking skills and the ability to quickly learn new processes, applying them independently in various situations with minimal supervision
• Ability to effectively manage conflicting priorities and organize workflow
• Ability to work flexible schedule depending on on business needs

Desired Education & Experience

• Associate’s degree in Accounting and 1-2 years of experience in a similar role
• Advanced Microsoft Office and Google Suite experience
• Prior experience with accounting and/or tax software a plus (XCM/CCH Access Workflow, CaseWare, Suralink, Confirmation.com)

We value your time and have built the selection process to reflect that. Our process is simple; you will begin the selection process with an application that is individually reviewed by our Recruiting team and a phone interview to best understand your specific areas of interest. The next step is to interview with the Engagement Resources team leaders . After that, decisions will be made and the Recruiting team will be back in touch. We value our candidates and want to ensure a process that directly reflects what you can expect as a Johnson Lambert employee. That means you have an entire HR team to support you through your candidacy and ensure you’re finding a position that will allow you to take your career to the next level in a culture that helps you thrive.

Equity note: Research suggests that women and Black, Indigenous, and other persons of color are less likely than men or White job seekers to apply for positions unless they are confident they meet 100% of the qualifications. We strongly encourage interested individuals to apply, and allow us to evaluate the knowledge, skills, and abilities you demonstrate, using an internal equity lens.

Johnson Lambert prides itself for the hands-on approach and relationships we build with future employees, employees, and clients. We believe each application is the potential for a future relationship with JL. Therefore, a member of our HR team personally reviews all applications submitted.