Client Support Liaison

cbh; Fort Worth (TX); On-site; USD 75,159,000 - 111,057,000; Full time

Job summary

Cherry Bekaert in Fort Worth, TX, seeks a Senior Client Support Liaison to serve as the primary contact for clients on non-technical matters, coordinating documents, using Tax tech tools, and keeping lines of communication open with Partners and Managers.

You will support billing, reporting, data management, and the preparation of engagement materials, while identifying bottlenecks and helping clients navigate Suralink, TaxCaddy, and SafeSend to ensure timely tax work delivery.

Qualifications

• 5+ years of experience in a client service-driven environment; administrative experience required.
• High integrity, dependability, and the ability to thrive in a fast-paced, deadline-driven environment.
• Tax firm experience preferred but not required.

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.

Skills

Microsoft Office

Pivot tables

VLOOKUP

Education

High School Diploma

Tools

Suralink

TaxCaddy

SafeSend

Job description

We are seeking a detail-oriented and client-focused Client Support Liaison (CSL) to join our Core Tax team. In this role, you will serve as a primary point of contact for clients on non-technical matters, supporting them through document coordination, technology tools, and ongoing communication. You will also work 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.

As a Senior Client Support Liaison, you will:

• 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.

What you bring to the role:

• 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

What you can expect from us:

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you
• A collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is listed below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location.

Pay Range: $26.23 - $38.70

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. For more details, visit https://www.cbh.com/disclosure/

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.

© 2026 Cherry Bekaert. All Rights Reserved.