Client Support Liaison Associate
2 months ago
Cherry Bekaert is seeking a highly organized and detail-oriented Client Support Liaison Associate to join our team. As a Client Support Liaison Associate, you will play a critical role in facilitating communication and exchange of documents between our clients and internal teams.
Key Responsibilities- Client Communication:
- Request supporting documents from clients
- Follow up with clients to obtain signed engagement letters, consents, and e-file forms
- Act as a point of contact for non-technical matters
- Manager Assistance:
- Roll tax returns in Axcess & Engagement Binders
- Save documents to Engagement & SP Binders
- Prepare PBC & Open Items Lists
- Assist with e-file rejections
- Route extension workflows
- Submit Engagement Letters for preparation
- Due Date Reporting:
- Schedule meetings with managers to review Due Date Lists
- Analyze data using Pivot Tables, VLOOKUP, etc.
- Create non-standard reports by request
- Tax Caddy Support:
- Manage client accounts
- Report 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
- High school diploma or GED, required
- Some college preferred
- Knowledge of Microsoft Office products required
- Strong Microsoft Excel and Word skills preferred
- 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
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Client Support Liaison Associate
2 months ago
Chicago, Illinois, United States Cherry Bekaert Full timeAbout the RoleCherry Bekaert is seeking a highly skilled Client Support Liaison Associate to join our team. As a key member of our support team, you will play a critical role in facilitating communication and exchange of documents with our clients.Key ResponsibilitiesClient Communication: Request supporting documents, follow up on signed engagement letters,...
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Client Support Liaison Associate
1 month ago
Chicago, Illinois, United States Cherry Bekaert Full timeAbout the RoleCherry Bekaert is seeking a highly skilled Client Support Liaison Associate to join our team. As a key member of our support team, you will play a critical role in facilitating communication and exchange of documents with our clients.Key ResponsibilitiesClient Communication: Request supporting documents, follow up on signed engagement letters,...
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Client Support Liaison Associate
4 weeks ago
Chicago, Illinois, United States Cherry Bekaert Full timeAbout the RoleCherry Bekaert is seeking a highly skilled Client Support Liaison Associate to join our team. As a key member of our support team, you will play a critical role in facilitating communication and exchange of documents with our clients.Key ResponsibilitiesClient Communication: Request supporting documents, follow up on signed engagement letters,...
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