Client Support Liaison
About The Position
Cherry Bekaert is seeking a detail-oriented and client-focused Client Support Liaison (CSL) to join its Core Tax team. The CSL serves as a primary contact for clients on non-technical matters, supporting document coordination, technology tools, and ongoing communication. The role works closely with Partners and Managers to streamline processes, ensure timely delivery of tax work, and support internal billing, reporting, and data-management operations. The position includes tax engagement administration, document and workflow coordination, due-date reporting, and TaxCaddy account support. The role may require schedule adjustments 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 and problem-solving skills.
- Initiative and the ability to work with a high sense of urgency.
- Ability to adjust schedule 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 point of contact for clients on 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 and 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 nonstandard reports as requested.
- Support TaxCaddy account management, monitor and report incoming documents, and move workflows into process based on the percentage of documents received.
- Support internal operations such as billing, reporting, and data management.
Benefits
- Annual bonus.
- Medical insurance.
- Dental insurance.
- Vision care.
- Disability insurance.
- Life insurance.
- Generous paid time off.
- Retirement plans.
- Paid Care Leave.
- Other programs dedicated to enhancing personal and work life and providing financial protection.
- Competitive compensation and a total rewards package focused on wellbeing.
- Professional development and career growth opportunities.
- Flexible work arrangements.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
