Client Support Liaison

Cherry Bekaert • Tysons, VA

2d • $25 - $37

About The Position

We are seeking a detail-oriented and client-focused Client Support Liaison (CSL) 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. If you thrive in a fast-paced environment, enjoy helping clients, and excel at managing details and deadlines, this is an excellent opportunity to contribute to a high-impact team.

Requirements

• Proficiency with Microsoft Office software, especially Excel.
• Quickly learn and adapt to new software platforms, ensuring efficient support for clients and internal teams
• Strong communication, organizational, and technical skills are essential, along with the ability to adapt to deadlines and proactively solve problems.
• Ability to thrive and adapt in a fast-paced, dynamic environment.
• Integrity, dependability, and trustworthiness are required.
• Minimum Education: High school diploma or equivalent.
• Experience: 5+ years in a client service–driven environment.
• Administrative experience required.

Nice To Haves

• Experience in a tax firm is preferred but not required.

Responsibilities

• Serve as a primary contact for clients on non‑technical questions.
• Request, track, and organize supporting documents.
• Follow up on engagement letters, consents, and e-file forms.
• Assist clients with Suralink, TaxCaddy, SafeSend, and other tax technology tools.
• Act as an additional point of contact for technical matters as needed.
• Roll Axcess tax returns and engagement binders.
• Save and organize documents in Engagement, SP Binders, and GFR.
• Assist with extension preparation and identify bottlenecks in aging returns.
• Prepare PBC and Open Items Lists.
• Assist with e-file rejections and schema errors.
• Submit engagement letters and create new returns in CCH Axcess.
• Prepare TEAFs and submit POAs.
• Support billing by generating WIP reports.
• Assist in researching IRS notices and drafting responses.
• Gather financials for quarterly estimates and coordinate with Partners on required client estimations.
• Support due date reporting.
• Analyze data using Excel (Pivot Tables, VLOOKUP, etc.).
• Create custom reports as needed.
• Manage client accounts in Suralink and TaxCaddy.
• Review incoming client documents and determine readiness for tax preparation.
• Publish tax returns and documents to Suralink/TaxCaddy.

Benefits

• Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm.
• The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.
• In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

What This Job Offers

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