Tax Client Experience Lead

Cherry Bekaert LLP; Denver, Northern (CO, KY); Hybrid; USD 55,000 - 80,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision care

Disability insurance

Life insurance

Paid time off

Retirement plans

Paid care leave

Job summary

Cherry Bekaert LLP seeks a detail-oriented Client Support Liaison to join our Core Tax team in the United States. You will act as the primary contact for clients on non-technical matters, coordinating documents, technology tools, and ongoing communication to ensure timely tax work delivery.

You will support Partners and Managers with tax return preparation in Axcess platforms, engagement letters, and e-file forms, while assisting with billing, WIP, and data management.

Qualifications

• 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.

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

Excel

Pivot tables

VLOOKUP

Communication

Organizational skills

Time management

Education

High School Diploma

Tools

Suralink

TaxCaddy

SafeSend

Axcess Tax Returns

CCH Axcess

Job description

Cherry Bekaert LLP seeks a detail-oriented Client Support Liaison to join our Core Tax team in the United States. You will act as the primary contact for clients on non-technical matters, coordinating documents, technology tools, and ongoing communication to ensure timely tax work delivery.

You will support Partners and Managers with tax return preparation in Axcess platforms, engagement letters, and e-file forms, while assisting with billing, WIP, and data management.