What are the responsibilities and job description for the Client Support Specialist position at H&CO?
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 :
Client Success Planning :
Problem Resolution :
Service Knowledge and Revenue Growth :
Engagement Completion and Follow-Up :
Required Skills and Qualifications :
Education and Experience :
Technical Skills :
Soft Skills :
Performance Metrics :
Client Satisfaction :
Engagement Delivery :
Engagement and Growth :
