Tax Engagement Support Liaison

Cherry Bekaert LLP; Texas; Hybrid; USD 36,000 - 53,000; Full time

Job summary

Cherry Bekaert LLP in Texas is seeking a detail-oriented Client Support Liaison to streamline client communications and administrative workflows within our Core Tax team. You will coordinate documentation, assist with engagement letters, and support timely delivery of tax work in a hybrid environment across San Antonio, Fort Worth, and Dallas.

You will roll returns in CCH Axcess, prepare PBC/open-items lists, manage TaxCaddy accounts, and help with reporting using PivotTables and VLOOKUP.

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 tools such as 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

Verbal communication

Written communication

Attention to detail

Problem solving

Time management

Adaptability

Learning new systems

Education

High school diploma or GED

Some college coursework

Tools

PivotTables

VLOOKUP

CCH Axcess

Engagement

SharePoint

TaxCaddy

Job description

Cherry Bekaert LLP in Texas is seeking a detail-oriented Client Support Liaison to streamline client communications and administrative workflows within our Core Tax team. You will coordinate documentation, assist with engagement letters, and support timely delivery of tax work in a hybrid environment across San Antonio, Fort Worth, and Dallas.

You will roll returns in CCH Axcess, prepare PBC/open-items lists, manage TaxCaddy accounts, and help with reporting using PivotTables and VLOOKUP.