Client Support Liaison

We are seeking a detail-oriented and client-focused professional to join our Core Tax team as a primary point of contact for clients on non-technical matters, supporting them through document coordination, technology tools, and ongoing communication.

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.

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. Tax firm experience preferred but not required.

Benefits

• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
• Annual bonus, medical, dental, and vision care.
• Disability and life insurance.
• Generous Paid Time Off and Paid Care Leave.
• Retirement plans.
• Flexibility to do impactful work and time to enjoy life outside of work.
• Collaborative environment focused on career growth and continuous professional development.
• Opportunities to connect and learn from professionals from different backgrounds and cultures.

Pay

Salary range: $26.23 - $38.70 per hour. Individual salaries within this range are determined by factors including role, function, responsibilities, work experience, education, knowledge, skills, and geographic location.

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. Learn more about us.