Engagement Coordinator

You will: 

• Prepare client correspondence for review
• Send, receive and monitor requests related to our engagements 
• Prepare and complete: 
• • Client request lists
  • Engagement Letters
  • Audit confirmations
• 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
• Effectively track and adhere to internal and external deadlines
• Respond to client inquiries in a timely and professional manner
• Analyze documentation for accuracy 
• Maintain accurate records and files for each engagement
• Participate in ongoing system enhancements and training
• Contribute to the implementation of new initiatives, special projects, and strategies

Qualifications & Selection Process

We look for candidates with: 

• Strong time management, planning, and follow through skills
• Possesses strong critical thinking skills and the ability to quickly learn new processes, applying them independently in various situations with minimal supervision
• Detail oriented with the ability to monitor various timelines and hold key stakeholders accountable for results
• Highly organized and accustomed to handling a large volume of time sensitive tasks
• Proactive in day-to-day interactions as well as formulating solutions to problems 
• Effective and polished communicator
• A self-starter with a service-minded attitude
• Follow written and oral directions and instructions; maintain client confidentiality
• Proficient in Google Suite and comfortable using a variety of software tools 
• Prior experience at a professional services firm in a similar role or other relevant accounting/industry experience strongly preferred
• 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.

Apply now