Technical Support Liaison I

Client Support Liaison
We are seeking a detail-oriented and client-focused Client Support Liaison 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 Senior Client Support Liaison, you will:
Serve as a primary point of contact for clients on non-technical matters, including communications, follow-ups, document requests, and technology support.
Assist clients with Suralink, TaxCaddy, and SafeSend, ensuring smooth document exchange and troubleshooting access issues.
Support Partners and Managers by rolling Axcess Tax Returns, preparing engagement binders, saving documents to Engagement/SP Binders/GFR, and creating new client tax returns in CCH Axcess.
Request and track signed engagement letters, consents, and e-file forms, and support resolution of schema errors, e-file rejections, and open items.
Prepare PBC lists, TEAFs, POAs, WIP reports, and assist with billing processes.
Help research IRS correspondence, draft responses, and gather financials for estimates in collaboration with Partners.
Analyze data using pivot tables, VLOOKUPs, and create custom reports as requested.
Manage incoming client documents to ensure completeness before tax preparation begins and publish finalized returns to Suralink or TaxCaddy.
Proficiency with Microsoft Office, especially Excel, including functions such as pivot tables and VLOOKUP.

• Ability to quickly learn and adapt to new systems and software platforms.
• High School Diploma required.
• administrative experience required. Tax firm experience preferred but not required

Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.??