Client Support Liaison Associate

2 months ago


Chicago, Illinois, United States Cherry Bekaert Full time
About the Role

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
Requirements
  • 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
  • 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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