Client Support Liaison

Client Support Liaison

We are seeking a detail-oriented and client-focused Client Support Liaison (CSL) to join our Core Tax team. In this role, you will serve as a primary point of contact for clients on non-technical matters, supporting them through document coordination, technology tools, and ongoing communication. You will also work closely with Partners and Managers to streamline processes, ensure timely delivery of tax work, and support internal operations such as billing, reporting, and data management.

As a Client Support Liaison, you will:

• Serve as a point of contact for clients on non-technical matters, including requesting supporting documentation and following up on signed engagement letters, consents, and e-file forms.
• Support managers with tax engagement administration, including rolling tax returns in CCH Axcess and Engagement binders and saving documents to Engagement and SharePoint binders.
• Prepare PBC and open-items lists and assist with e-file rejections, extension workflows, and submission of engagement letters for preparation.
• Coordinate due-date reporting by scheduling review meetings with managers, analyzing data using tools such as PivotTables and VLOOKUP, and creating nonstandard reports as requested.
• Support TaxCaddy account management, monitor and report incoming documents, and move workflows into process based on the percentage of documents received.

What you bring to the role:

Required

• High school diploma or GED.
• Related professional experience demonstrating the ability to manage client support and administrative workflows.
• Strong verbal and written communication skills.
• Proficiency with technology and the ability to learn new systems quickly.
• Strong attention to detail, problem-solving skills, initiative, and the ability to work with a high sense of urgency.
• Ability to adjust your schedule and accommodate significantly increased workload on deadline days.

Preferred

• Some college coursework.
• Three or more years of experience in a related field.

What you can expect from us:

• 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 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

Pay Range:

$26.23 - $38.70