Client Support Liaison
About The Position
Cherry Bekaert is seeking a detail-oriented, client-focused Client Support Liaison to join its Core Tax team. The liaison serves as a primary contact for clients on non-technical matters, helping coordinate documents, technology tools, and ongoing communications. The role works closely with Partners and Managers to streamline processes, support timely tax-work delivery, and assist with internal billing, reporting, and data management. The position includes tax engagement administration, document and workflow coordination, due-date reporting, and support for TaxCaddy account management. The role requires related professional experience, strong communication and technology skills, attention to detail, and the ability to accommodate significantly increased workloads on deadline days.
Requirements
- High school diploma or GED.
- Related professional experience demonstrating the ability to manage client support and administrative workflows.
- Strong verbal and written communication skills.
- Proficiency with technology and the ability to learn new systems quickly.
- Strong attention to detail, problem-solving skills, and initiative.
- Ability to work with a high sense of urgency.
- Ability to adjust schedules and accommodate significantly increased workload on deadline days.
Nice To Haves
- Some college coursework.
- Three or more years of experience in a related field.
Responsibilities
- Serve as a client contact for non-technical matters, request supporting documentation, and follow up on signed engagement letters, consents, and e-file forms.
- Support managers with tax engagement administration, including rolling tax returns in CCH Axcess and Engagement binders and saving documents to Engagement and SharePoint binders.
- Prepare PBC and open-items lists.
- Assist with e-file rejections, extension workflows, and submission of engagement letters for preparation.
- Coordinate due-date reporting by scheduling review meetings with managers, analyzing data using tools such as PivotTables and VLOOKUP, and creating requested nonstandard reports.
- Support TaxCaddy account management, monitor and report incoming documents, and move workflows into process based on the percentage of documents received.
Benefits
- Annual bonus.
- Medical, dental, and vision care.
- Disability and life insurance.
- Generous Paid Time Off.
- Retirement plans.
- Paid Care Leave.
- Comprehensive benefits and other programs intended to support personal and work life and provide financial protection.
- Competitive compensation and a total rewards package focused on wellbeing.
- Professional development and career growth opportunities.
- Flexibility to do impactful work while having time outside of work.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
