Client Support Liaison Lead

Cherry Bekaert•Nashville, TN

3d•$58,900 - $86,500•Hybrid

About The Position

We are seeking a detail-oriented and client-focused Client Support Liaison Lead to join our Core Tax team. In this role, you will serve as a primary point of contact for clients on non‑technical matters, supporting them through document coordination, technology tools, and ongoing communication. You will also work closely with Partners and Managers to streamline processes, ensure timely delivery of tax work, and support internal operations such as billing, reporting, and data management.

Requirements

Proficiency with Microsoft Office, especially Excel, including functions such as pivot tables and VLOOKUP.
Ability to quickly learn and adapt to new systems and software platforms.
Strong communication skills, organizational ability, and a proactive approach to problem-solving.
Demonstrated ability to support and guide others in a team environment.
High integrity, dependability, and the ability to thrive in a fast-paced, deadline-driven environment.
High School Diploma required.
5+ years of experience in a client service-driven environment; administrative experience required.

Nice To Haves

Tax firm experience preferred but not required.

Responsibilities

Serve as a primary point of contact for clients on non-technical matters, including communications, follow-ups, document requests, and technology support, while managing a slightly reduced client portfolio to support additional leadership responsibilities.
Assist clients with Suralink, TaxCaddy, and SafeSend, ensuring smooth document exchange and troubleshooting access issues.
Support Partners and Managers by rolling Axcess Tax Returns, preparing engagement binders, saving documents to Engagement/SP Binders/GFR, and creating new client tax returns in CCH Axcess.
Request and track signed engagement letters, consents, and e-file forms, and support resolution of schema errors, e-file rejections, and open items.
Prepare PBC lists, TEAFs, POAs, WIP reports, and assist with billing processes.
Identify aging returns, analyze causes for bottlenecks, and assist with due date reporting.
Help research IRS correspondence, draft responses, and gather financials for estimates in collaboration with Partners.
Analyze data using pivot tables, VLOOKUPs, and create custom reports as requested.
Manage incoming client documents to ensure completeness before tax preparation begins and publish finalized returns to Suralink or TaxCaddy.
Serve as a Career Advisor to team members by providing guidance, feedback, and support for professional development.
Act as a resource and mentor to peers, helping answer questions and promote consistency in processes and client service.