Client Support Liaison

Cherry Bekaert • Austin, TX

3d • $26 - $39

About The Position

Cherry Bekaert is seeking a detail-oriented and client-focused Client Support Liaison to join its Core Tax team. The liaison serves as a primary point of contact for clients on non-technical matters, supporting document coordination, technology tools, and ongoing communication. The role works 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.

The position includes coordinating client documentation and engagement administration, preparing open-items lists, assisting with e-file and extension workflows, and supporting due-date reporting and TaxCaddy account management. Applicants must demonstrate eligibility to work in the United States; Cherry Bekaert will not provide work sponsorship for this position.

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 your schedule and accommodate significantly increased workload on deadline days.
• Must demonstrate eligibility to work in the United States; sponsorship is not provided.

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, 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 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.

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 packages based on performance.

What This Job Offers

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