Client Support Liaison

Cherry Bekaert • Houston, TX

3d • $26 - $39

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 point of contact for clients on non-technical matters, helping coordinate documents, use technology tools, and maintain ongoing communication. The liaison works closely with Partners and Managers to streamline processes, support timely tax-work delivery, and assist with billing, reporting, and data management.

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, 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 submitting engagement letters for preparation.
• Coordinate due-date reporting by scheduling review meetings with managers, analyzing data using tools such as PivotTables and VLOOKUP, and preparing 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.

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 enhance personal and work life and provide financial protection.

What This Job Offers

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