Client Support Liaison

Cherry Bekaert • Austin, TX

1d

About The Position

Cherry Bekaert is seeking a detail-oriented, client-focused Client Support Liaison (CSL) to join 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 also 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.

The position supports tax engagement administration, document and workflow coordination, due-date reporting, TaxCaddy account management, and related client service activities. Candidates must be eligible to work in the United States; work sponsorship is not provided.

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, and initiative.
• Ability to work with a high sense of urgency.
• Ability to adjust schedule and accommodate significantly increased workload on deadline days.
• Must demonstrate eligibility to work in the United States.

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.
• 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 using tools such as PivotTables and VLOOKUP, and creating 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.
• Support internal operations such as billing, reporting, and data management.

Benefits

• Annual bonus.
• Medical, dental, and vision care.
• Disability and life insurance.
• Generous paid time off.
• Retirement plans.
• Paid Care Leave.
• Other programs dedicated to enhancing personal and work life and providing financial protection.
• Competitive compensation and a total rewards package focused on wellbeing.
• Opportunities for career growth and continuous professional development.

What This Job Offers

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