Client Support Liaison

Cherry Bekaert • Denver, CO

3d • $26 - $39

About The Position

Cherry Bekaert is seeking a detail-oriented, client-focused Client Support Liaison (CSL) for 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, help ensure timely delivery of tax work, and support internal operations including billing, reporting, and data management.

The position uses tools including Suralink, TaxCaddy, SafeSend, and CCH Axcess to coordinate documents, assist with client technology needs, support tax-return workflows, and publish finalized returns. It also involves tracking client forms and open items, preparing reports and tax-related documentation, assisting with IRS correspondence and estimates, analyzing operational data, and helping identify bottlenecks in return processing.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. The stated pay range is $26.23–$38.70; individual compensation is determined by factors including role, responsibilities, experience, education, skills, and geographic location.

Requirements

• Proficiency with Microsoft Office, especially Excel, including pivot tables and VLOOKUP.
• Ability to quickly learn and adapt to new systems and software platforms.
• Strong communication skills and organizational ability.
• A proactive approach to problem-solving.
• High integrity and dependability, with the ability to thrive in a fast-paced, deadline-driven environment.
• High school diploma required.
• At least 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.
• Assist clients with Suralink, TaxCaddy, and SafeSend, including document exchange and access troubleshooting.
• 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.
• Support resolution of schema errors, e-file rejections, and open items.
• Prepare PBC lists, TEAFs, POAs, and WIP reports, and assist with billing processes.
• Identify aging returns, analyze causes of bottlenecks, and assist with due date reporting.
• Help research IRS correspondence, draft responses, and gather financial information for estimates in collaboration with Partners.
• Analyze data using pivot tables and VLOOKUPs, and create custom reports as requested.
• Manage incoming client documents to ensure completeness before tax preparation begins.
• Publish finalized returns to Suralink or TaxCaddy.

Benefits

• Annual bonus
• Medical, dental, and vision care
• Disability and life insurance
• Generous Paid Time Off
• Retirement plans
• Paid Care Leave
• Other programs intended to support personal and work life and provide financial protection
• Opportunities for career growth and continuous professional development
• Flexible work arrangements

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED