Job Opening

Client Engagement Manager

On Site Role - Coppell, TX

Medical

Role

As the Client Engagement Manager at DiLucci CPA Firm, you’ll be a of contact for our We are seeking a confident, professional, and highly personable individual to join our team. This role is central to managing client communication, supporting our tax team, and ensuring an exceptional client experience. The ideal candidate knows how to be both approachable and firm, balancing professionalism with the ability to set boundaries and manage expectations.

What We're Looking For

  • Exceptional confidence when speaking with clients, even when answers are not immediately available — instilling trust that matters will be handled promptly and effectively.

  • Comfortable saying “no” when necessary to set proper expectations, rather than defaulting to people-pleasing.

  • Professional demeanor with a strong focus on finding solutions, not dwelling on problems.

  • Skilled at diffusing tension, handling upset clients, and turning conflict into a positive resolution.

  • Resourceful and detail-oriented: able to work with unfamiliar documents, research requirements online, and confidently determine next steps.

  • Thrives on speaking with people, resolving concerns, and ensuring clients feel supported and valued.

Responsibilites

  • Act as the primary point of contact for tax return document collection and related client communication.

  • Oversee and support the tax team administratively, ensuring document requests and communications are timely, effective, and followed through.

  • Proactively reach out to clients at the right times to increase retention, build trust, and elevate the overall client experience.

  • Gather and relay client feedback to suggest and implement process improvements that enhance service quality.

  • Maintain high standards of professionalism, accountability, and client care in every interaction.

Results

  • All client inquiries (calls and emails) are responded to same-day or within 24 business hours

  • Client meetings are coordinated smoothly with accurate details communicated to all parties

  • Documentation requests are followed up on until received and properly logged

  • Accurate, up-to-date notes are maintained by EOD

  • A high level of client satisfaction and professionalism is consistently demonstrated

Requirements

  • Excellent verbal and written communication skills

  • Strong organizational skills and attention to detail

  • Professional phone presence and client-facing demeanor

  • Comfortable with technology (CRM systems, scheduling tools, email)

  • Self-sufficient, reliable, and proactive in follow-up

  • Prior experience in client services, customer service, or office administration preferred

Location

  • In-office position located in Coppell, TX

Salary

  • $90,000-$100,000

DiLucci CPA Core Values

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and let them shine through with every interaction.

Genuine Care

We believe in building real relationships through honesty and empathy. Whether with clients or teammates, we approach every interaction with authenticity and a commitment to providing real value.

Communication

Great communication is at the core of everything we do. We prioritize clarity, transparency, and providing value in every conversation, ensuring that everyone feels informed, supported, and heard.

Speed to Learning & Implementation

We value quick learning, a strong work ethic, and a go-getter attitude. Our team rapidly absorbs new information, adapts to challenges, and takes immediate action to deliver results, ensuring we stay ahead and drive success.

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