Client Liaison Associate
5 days ago
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.
- 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.
- 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.
$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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