Client Support Liaison

cbh; Houston (TX); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Annual bonus

Medical

Dental

Vision care

Disability and life insurance

Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert in Houston seeks a Senior Client Support Liaison to be the primary contact for clients on non-technical matters, coordinating documents and supporting billing, reporting, and data management. You will work with Partners and Managers to streamline processes, prepare engagement binders, and ensure timely delivery of tax work, using tools like Suralink and CCH Axcess.

The role requires 5+ years in client service environments, strong Excel skills, and a proactive, detail-oriented

Qualifications

• 5+ years in a client service environment; tax firm experience preferred.
• Strong Excel skills including pivot tables & VLOOKUP.
• Ability to learn new systems quickly and communicate clearly.

Responsibilities

• Serve as primary contact for clients on non-technical matters and follow-ups.
• Assist clients with Suralink, TaxCaddy, and SafeSend for smooth document exchange.
• Support Partners/Managers by rolling Axcess Tax Returns and preparing engagement binders.
• Request and track signed engagement letters and e-file forms; resolve schema errors.
• Prepare PBC lists, TEAFs, POAs, WIP reports; assist billing.

Skills

Excel

Communication

Organizational skills

Problem-solving

Client service

Education

High School Diploma

Tools

Suralink

TaxCaddy

SafeSend

CCH Axcess

Engagement/SP Binders

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

Benefits Information:

• annual bonus
• medical
• dental
• vision care
• disability and life insurance
• generous Paid Time Offretirement plans
• Paid Care Leave
• and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Pay Range: $26.23 - $38.70

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 advi