Client Support Liaison
Core
Serve as a primary point of contact for clients on non-technical matters, supporting document coordination, technology tools, and ongoing communication while streamlining tax work delivery.
Role type
Client Support Liaison (Administrative)
Builds
Tax engagement administration, document workflows, and client communication processes
Domain
Accounting / Tax Services
Deliverable
client delivery
Required skills
Client communication, document coordination, tax engagement administration, data management, reporting, system proficiency, attention to detail, problem-solving
Preferred skills
College coursework, 3+ years of related experience
Technologies
CCH Axcess, SharePoint, PivotTables, VLOOKUP, TaxCaddy
Responsibilities
Request supporting documentation and follow up on engagement letters and e-file forms; Support managers with tax engagement administration and document filing; Prepare PBC and open-items lists and assist with e-file rejections; Coordinate due-date reporting and create nonstandard reports; Support TaxCaddy account management and document workflow monitoring