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Client Support Liaison Associate

2 months ago

Chicago, United States Cherry Bekaert Advisory, LLC Full time
Job DescriptionJob Description

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey.

Join Cherry Bekaert as a Client Support Liaison and help us keep making a difference for our people and our clients. This role will assist our clients, both internal and external, by facilitating communication and exchange of documents. This is an in-office position.

As a Client Support Liaison Associate, you will:

  • Client Communication:
    • Request supporting documents
    • Follow up for signed engagement letters, consents, and e-file forms
    • Point of contact for non-technical matters
  • Manager Assistance:
    • Rolling tax returns in Axcess & Engagement Binders
    • Saving documents to Engagement & SP Binders
    • Preparing PBC & Open Items Lists
    • Assist with e-file rejections
    • Route extension workflows
    • Submission of Engagement Letters for preparation
  • Due Date Reporting
    • Schedule meetings with managers to review Due Date Lists
    • Analyze Data (Pivot Tables, VLOOKUP, etc.)
    • Create nonstandard reports by request
  • Tax Caddy Support
    • Account management
    • Reporting of incoming documents
    • Move workflows into process based on % of documents received
  • Local Office Support
    • Print, bind, and process paper deliverables
    • Scan and upload documents to appropriate file servers and repositories
    • Serve as a backup resource for various local tasks, including reception desk coverage.

What you bring to the table:

  • High school diploma or GED, required
  • Some college preferred
  • Knowledge of Microsoft Office products required
  • Strong Microsoft Excel and Word skills preferred

What we offer you:

  • 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.

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. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The range for this position is $24.25 to $27.25 per hour. 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. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement 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.

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, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

This role is expected to accept applications for at least five calendar days.

Candidates must demonstrate they are eligible 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 cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter, and Facebook.

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