Client Support Liaison
Core
Serve as a primary point of contact for clients on non-technical matters, supporting them through document coordination, technology tools, and ongoing communication while working closely with Partners and Managers to streamline processes and ensure timely delivery of tax work.
Role type
Client Support Liaison (Administrative)
Builds
Tax engagement administration, document coordination, and internal operations support for tax work.
Domain
Accounting / Tax Services
Deliverable
dashboards & analysis
Required skills
Client communication, document coordination, tax engagement administration, data management, reporting, PivotTables, VLOOKUP, TaxCaddy account management, attention to detail, problem-solving, initiative, schedule flexibility
Preferred skills
College coursework, 3+ years of experience in a related field
Technologies
CCH Axcess, SharePoint, TaxCaddy, PivotTables, VLOOKUP
Responsibilities
Requesting supporting documentation and following up on signed engagement letters, consents, and e-file forms; Rolling tax returns in CCH Axcess and managing Engagement binders; Preparing PBC and open-items lists and assisting with e-file rejections and extension workflows; Coordinating due-date reporting by scheduling review meetings and creating nonstandard reports; Managing TaxCaddy accounts and monitoring incoming documents.
Seniority
Individual Contributor