Client Support Specialist - Tax - Human Capital (San Jose)

Location:US-CA-San Jose Job Number:SAN0005K Employee Status : Regular Job Type :Experienced Schedule : Full-time Description The Client Support Specialist - Tax performs various administrative and engagement-detailed work of a responsible nature to support client-serving partner(s) and other key engagement team personnel. This individual handles differing situations, problems and deviations in the work of the department or work unit according to general instructions, priorities, policies and program goals. This individual also serves as a facilitator who may coordinate deadlines and either handle them directly or, through others, handle project coordination and completion. Tasks performed, documents/schedules produced or data entered should be reviewed for accuracy by engagement personnel and should not rely on any formal accounting or tax expertise or "professional judgment" by the Client Support Specialist staff member. ResponsibilitiesEstablish a systematic method for self and/or the engagement team to track and meet time and utilization commitments and the completion of tasks. Communicate and appropriately escalate delays. Schedule own time effectively, and meet set deadlines and deliverables, communicating delays appropriately. Demonstrate knowledge of engagement and practice group deadlines and utilize calendar/engagement management tools effectively. Assist with various non-technical aspects of client engagements by scheduling activities, confirming changes or delays and making necessary changes. Communicate filing deadlines in a timely manner and keep a calendar for each client, subsidiary and/or deliverable. Accurately format, draft, update and/or edit forms, reports, templates and other engagement documents for review by engagement personnel. Follow an organized or standardized filing/document management process for electronic and paper documents and adhere to record retention policies and procedures. Effectively maintain client engagement document control and implement filing system policies and procedures. Effectively maintain and organize documents on databases and file servers in compliance with document retention guidelines. Develop, edit, manipulate and proofread various engagement documents in compliance with firm standards, with limited guidance. Apply knowledge of the work processes and resources, structure, and business of the firm, practice and specialty group, including when and how to access them. Act as a liaison to facilitate proper flow of information to ensure necessary actions are taken. Address and resolve non-technical issues and questions. Effectively participate in practice/engagement specific non-technical processes utilizing appropriate tools. Maintain professional relationships with key internal and external client contacts, gaining recognition as a business partner/resource on non-technical questions and issues. Work with firm-standard technology, technical equipment and other relevant practice or engagement-specific software applications. Know how to access firm knowledge and other relevant business information. Demonstrate proficient use of engagement or practice-specific applications and tools, including updating, populating and maintaining data. Use advanced functions of firm-standard technology and engagement/practice-specific tools and software. May assist others in the use of technology tools. Maintain databases and documents repositories with knowledge objects, client deliverables, etc. To qualify, candidates must have: a bachelor's degree in a related discipline, or equivalent work experience approximately 5-7 years of related work experience