Client Support Liaison

Cherry Bekaert • Houston, TX

2d

About The Position

Cherry Bekaert is seeking a detail-oriented, client-focused Client Support Liaison to join its Core Tax team. The role serves as a primary contact for clients on non-technical matters and supports them with document coordination, technology tools, and ongoing communication. The liaison works closely with Partners and Managers to streamline processes, help ensure timely delivery of tax work, and support internal billing, reporting, and data-management operations.

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 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 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 client contact for non-technical matters, including requesting supporting documentation and following 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 with 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.
• 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.

What This Job Offers

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