Client Support Liaison

Cherry Bekaert Advisory•Raleigh, NC

15h

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. As a Senior Client Support Liaison, you will: 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, 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.

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.
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.
Candidates must demonstrate eligibility to work in the United States.

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, 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.