Client Liaison - Private Client Services

Baker Newman Noyes LLC; Portsmouth; On-site; GBP 30,000 - 45,000; Full time

Job summary

Baker Newman Noyes LLC is seeking a Client Liaison to facilitate efficiencies between clients and tax professionals. The role involves managing client information, ensuring compliance, and providing outstanding service. The ideal candidate will possess strong communication and organizational skills, along with a background in administrative or customer service roles.

Benefits

20 days paid time off, 5 sick days, 11 paid holidays

6-week paid parental leave

Health, Dental, Pet, Vision, Disability and Life Insurances

401(k) Plan with company match

Profit Sharing Plan

Business-casual office environment

Qualifications

• Experience in a professional service setting.
• Ability to maintain confidentiality and manage client concerns.
• Dependable and punctual.

Responsibilities

• Manage and process client information for tax compliance and planning.
• Liaise with clients, tax team, and third-party advisors.
• Participate in client meetings and keep clients updated on timelines.

Skills

Organizational skills

Effective oral and written communications

Attention to detail

Multitasking

Education

2+ years of relevant administrative experience or 5+ years of customer service experience

Tools

MS Office applications

Industry related software (CCH ProFx, Go File Room, SafeSend, CaseWare)

Job description

Career Opportunities with Baker Newman Noyes LLC

A great place to work.

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Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN’s culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.

About the Position

If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity , incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. The Client Liaison works directly with other BNN tax professionals, clients, and their representatives to obtain, organize, manage, and process client information. They are responsible for providing outstanding client service and facilitating efficiencies between clients and colleagues.

Competencies and Position Requirements

• Dedicated to high-caliber client service
• Runs and distributes monthly due date reports and make sure all deliverables are accounted for by the prescribed due date
• Transfers, via secure server, any information requested to be sent electronically
• In collaboration with the tax team, develops and executes project plans for assigned clients
• Liaises with client, third-party advisors, and tax team to communicate timelines, manage expectations of all involved parties
• Ensures tasks are tracking to schedule, and if not, facilitates resolution
• Coordinates with clients and/or their advisors to obtain, organize, disseminate and/or process client data necessary for tax compliance and planning
• Maintains database of information such as engagement letters, power of attorney and disclosure forms
• Gains an understanding of the tax structures of assigned clients and comparatively assesses tax information year-over-year to ascertain new and/or missing information
• Maintains regular communication with clients updating them on timelines and any needed or incomplete data
• Serves as the primary contact for routine questions and troubleshoots client concerns and technology navigation/issues
• Participates in client meetings
• Keeps tax team abreast of client needs, preferences, and expectations
• Assists with invoicing assigned clients and tracking payments
• Assists team with continuous process improvement
• Professional, dependable, and trustworthy combined with a cooperative attitude
• Willingness to take initiative with the ability to work independently with minimal direct supervision
• Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
• Additional projects as required

Education and Experience

• 2 or more years of relevant administrative experience in a professional service setting or 5 or more years of customer service experience
• Experience with all MS Office applications including, Word, Excel, PowerPoint, and Outlook
• Experience with Industry related software preferred but not required, CCH ProFx, Go File Room, SafeSend, CaseWare
• Strong organizational skill and attention to detail
• Effective oral and written communications skills
• Experience working with and maintaining confidentiality
• Dependable and punctual
• Ability to work extensive overtime in March, April, September, and October (including weekends and holidays)
• Ability to perform under time-pressures and deadlines
• Ability to work a flexible schedule based on business needs
• Supportive and collaborative culture

BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:

• 20 days paid time off, 5 sick days, 11 paid holidays
• 6-week paid parental leave
• Health, Dental, Pet, Vision, Disability and Life Insurances
• 401(k) Plan with company match
• Profit Sharing Plan
• Business-casual office environment

Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.