Client Experience Liaison, Tax Operations

C010 Cherry Bekaert Advisory LLC; Austin (TX); On-site; USD 36,000 - 53,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, and vision care

Disability and life insurance

Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert Advisory LLC is seeking a detail-oriented Client Support Liaison to join our Core Tax team in Austin. You will be the primary non-technical client contact, handling document coordination, technology tools, and ongoing communication, while collaborating with Partners and Managers to streamline processes.

Responsibilities include engagement administration in CCH Axcess, preparing PBC lists, monitoring due dates, and assisting with TaxCaddy accounts.

Qualifications

• Must have strong communication skills and ability to coordinate non-technical client interactions.
• Experience handling administrative workflows and client support.
• Proficiency with common technology and willingness to learn new systems.

Responsibilities

• Serve as a point of contact for clients on non-technical matters and document coordination.
• Assist with tax engagement administration, including rolling returns in CCH Axcess and Engagement binders.
• Prepare PBC and open-items lists and manage e-file letter submissions.
• Coordinate due-date reporting and create nonstandard reports as requested.
• Support TaxCaddy account management and monitor incoming documents.

Skills

Verbal and written communication

Attention to detail

Problem solving

Ability to learn new systems

High school diploma or GED

Adaptability to workload on deadline

Education

High school diploma or GED

Tools

PivotTables

VLOOKUP

CCH Axcess

Engagement

SharePoint

TaxCaddy

Job description

Cherry Bekaert Advisory LLC is seeking a detail-oriented Client Support Liaison to join our Core Tax team in Austin. You will be the primary non-technical client contact, handling document coordination, technology tools, and ongoing communication, while collaborating with Partners and Managers to streamline processes.

Responsibilities include engagement administration in CCH Axcess, preparing PBC lists, monitoring due dates, and assisting with TaxCaddy accounts.