Client Success Liaison – Tax Operations

Cherry Bekaert LLP; Dallas (TX); On-site; USD 36,000 - 53,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, and vision

Paid time off

Retirement plans

Disability and life insurance

Job summary

Cherry Bekaert LLP is seeking a detail-oriented Client Support Liaison to join our Core Tax team in Dallas. You will be the primary contact for clients on non-technical matters, coordinating documents, and supporting billing and reporting processes.

You will assist with tax engagement administration, prepare PBC/open-items, and help manage data across Engagement, SharePoint, and TaxCaddy. Strong communication and tech proficiency are essential.

Qualifications

• 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.

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 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.

Skills

Communication skills

Detail oriented

Time management

Adaptability

Education

High school diploma or GED

Tools

CCH Axcess

Engagement

SharePoint

PivotTables

VLOOKUP

Job description

Cherry Bekaert LLP is seeking a detail-oriented Client Support Liaison to join our Core Tax team in Dallas. You will be the primary contact for clients on non-technical matters, coordinating documents, and supporting billing and reporting processes.

You will assist with tax engagement administration, prepare PBC/open-items, and help manage data across Engagement, SharePoint, and TaxCaddy. Strong communication and tech proficiency are essential.