Client Support Liaison Associate
3 days ago
Cherry 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 Responsibilities- Client Communication: Request supporting documents, follow up on signed engagement letters, consents, and e-file forms, and serve 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, and submit Engagement Letters for preparation.
- Due Date Reporting: Schedule meetings with managers to review Due Date Lists, analyze data (Pivot Tables, VLOOKUP, etc.), and create nonstandard reports by request.
- Tax Caddy Support: Manage 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, and 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
Cherry Bekaert is a leading accounting and consulting firm that delivers innovative advisory, assurance, and tax services to our clients. We are committed to creating shared success through teamwork, energy, and expertise. Our collaborative environment is focused on enabling you to further your career growth and continuous professional development.
What We Offer- 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 competitive compensation and 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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