Client Liaison Associate

5 days ago


Owings Mills, Maryland, United States Yount Hyde & Barbour PC Full time
Business Development Specialist

We are seeking a highly skilled and organized Business Development Specialist to join our team at Yount Hyde & Barbour PC. As a key member of our staff, you will play a crucial role in fostering long-term relationships with clients and ensuring the achievement of strategic goals.

Job Responsibilities:
  • Maintain and manage Principal calendars, confirming client appointments and travel arrangements with precision.
  • Field and respond to inbound calls from Principals, providing timely and effective support.
  • Book travel arrangements and manage expense reports, adhering to established timelines.
  • Preserve confidentiality standards both internally and externally, upholding the highest level of integrity.
  • Serve as a central communication hub, disseminating necessary information to teams and ensuring seamless coordination between Principals and their teams.
  • C coordinate and schedule client appointments and internal meetings for assigned Principals, cultivating strong relationships with clients.
  • Maintain a daily/weekly action items spreadsheet to keep Principals informed of key tasks and deadlines.
Tax Department Responsibilities:
  • Act as a liaison between Principals, clients, and Client Service Coordinators, ensuring sufficient communication and timely completion of tasks.
  • Track all tasks through SafeSend and XCM reports, maintaining transparency and keeping relevant parties informed of progress and deadlines.
  • Monitor 1040 organizers in SafeSend, transitioning to CSC/SurePrep at designated steps, and communicating with clients as necessary.
  • Monitor quarterly tax estimate lists and provide them to CSC for distribution/delivery to clients.
  • Cross-train in and possess knowledge of all Tax processes and applications, as required by Tax Lead, Tax Principals, and/or COO.
Requirements and Qualifications:
  • A minimum of 2-year college degree is preferred.
  • 5+ years of related experience or an equivalent combination of education and experience.
  • Proficiency in MS Office applications.
  • A high level of integrity and ability to respect confidentiality.
  • Adept organizational skills.
  • Experience with Project Management.
  • An initiative-driven self-starter who excels independently.
  • Effective verbal and written communication skills.
  • The ability to handle multiple tasks simultaneously.
  • Good knowledge of firm policies and procedures.
Salary and Benefits:

$60,000 - $80,000 per year, depending on experience.

We offer a competitive compensation package, including market-competitive salary, performance-based bonuses, retirement savings plan, comprehensive health and wellness programs, paid parental leave, family support, and opportunities for professional development and career growth.

At Yount Hyde & Barbour PC, we believe that real effort should be rewarded. That's why we're investing in our people and fostering a supportive, rewarding work environment.



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