Nashville, Tennessee, United States · Hybrid
$59k–$87k/yr
We are seeking a detail-oriented and client-focused Client Support Liaison Lead 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 …
Skills: Microsoft Excel, Pivot Tables, VLOOKUP, Client Relationship Management, Document Coordination
San Antonio, Texas, United States · Hybrid
$87k–$115k/yr
Join Cherry Bekaert’s growing Audit practice in San Antonio as a Senior Associate focused on Not-for-Profit clients, where you’ll play a key role in supporting mission-driven organizations that make a meaningful impact i…
Skills: Audit Planning, Financial Reporting, Project Management, Leadership, Analytical Skills
Fort Worth, Texas, United States · On-site
$21/hr–$29/hr
Cherry Bekaert’s Shared Services team is seeking a Coordinator to support our Fort Worth office in delivering high-quality client service and operational excellence. This onsite role offers the opportunity to contribute …
Skills: Administrative Support, Document Processing, Microsoft Office 365, Excel, GoFileRoom
Augusta, Georgia, United States · Hybrid
$30/hr–$35/hr
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: Accounting, Spreadsheet software, Computer proficiency, Tax preparation, Research
Michigan, United States · Remote OK
$95k–$137k/yr
ERP Project Manager ArcherPoint by Cherry Bekaert • Remote with Travel • Full-Time About the Role ArcherPoint is hiring an ERP Project Manager to lead Microsoft Dynamics 365 Business Central implementations for mid-marke…
Skills: ERP Implementation, Microsoft Dynamics 365 Business Central, Agile Project Management, Sprint Planning, Client Relationship Management
Ohio, United States · Remote OK
$94k–$136k/yr
ArcherPoint is currently adding a LS Retail Implementation Consultant to support our rapidly expanding Retail practice. This Retail practice area is focused on the LS Retail solution built on Microsoft Dynamics NAV, so e…
Skills: LS Retail, Microsoft Dynamics NAV, LS One, POS Solutions, Requirements Elicitation
Virginia Beach, Virginia, United States · Hybrid
$82k–$108k/yr
Cherry Bekaert has been around over 75 years providing Elite Accounting and Advisory services for our clients. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helpe…
Skills: Audit Approach Development, Financial Statement Preparation, Project Management, Leadership, Technical Research
Coral Gables, Florida, United States · Hybrid
$159k–$247k/yr
As a Senior Manager in our International Tax Services Group (ITAX), you will play a pivotal role in delivering innovative global tax solutions to our clients. You will lead complex international tax consulting projects, …
Skills: International Tax Consulting, Tax Planning, Tax Compliance, Transfer Pricing, U.S. Withholding Tax
Dallas, Texas, United States · Hybrid
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: Tax Preparation, Corporate Tax Returns, Partnership Returns, Individual Tax Returns, Tax Research
Spring House, Pennsylvania, United States · Hybrid
$26/hr–$38/hr
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…
Skills: Microsoft Excel, Pivot Tables, VLOOKUP, Client Communication, Document Coordination
Atlanta, Georgia, United States · Hybrid
$107k–$172k/yr
Ranked among the largest accounting and consulting firms in the country and consistently a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to fost…
Skills: Tax Compliance, Tax Planning, Project Management, Client Relationship Management, Staff Training and Development
Nashville, Tennessee, United States · Hybrid
$66k–$76k/yr
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: Financial Statement Auditing, Technical Accounting, Business Writing, Spreadsheet Software, Audit Workpapers
San Antonio, Texas, United States · Hybrid
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: Tax Preparation, Corporate Tax Returns, Partnership Returns, Individual Tax Returns, Tax Research
Denver, Colorado, United States · Hybrid
$26/hr–$38/hr
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…
Skills: Microsoft Excel, Pivot Tables, VLOOKUP, Client Communication, Document Coordination
Coral Gables, Florida, United States · Hybrid
$66k–$76k/yr
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: Microsoft Excel, Data Manipulation, Data Analysis, State And Local Tax, Tax Research
Tysons, Virginia, United States · On-site
$66k–$76k/yr
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: Audit, Financial Statements, Technical Accounting, Business Writing, Spreadsheet Software
Tampa, Florida, United States · Hybrid
$70k–$78k/yr
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: Risk Management, Internal Controls, Sarbanes Oxley (SOX), Internal Audit, Business Process Improvement
Atlanta, Georgia, United States · Hybrid
$66k–$76k/yr
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: R&D Tax Credits, Tax Incentives, Project Management, Financial Analysis, Client Relationship Management
Atlanta, Georgia, United States · Hybrid
$66k–$76k/yr
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared succes…
Skills: Microsoft Excel, Data Manipulation, Data Analysis, State Tax Research, Client Service
San Antonio, Texas, United States · Hybrid
$72k–$96k/yr
Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If these values align with yours, we’d like to hear from you. Help us continue in our success as…
Skills: Audit Procedures, Financial Statement Analysis, GAAP, Internal Controls, Regulatory Compliance
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Acts as the primary non-technical point of contact for clients, managing document coordination and technology tools. Supports Partners and Managers with tax return processing, billing, reporting, and mentoring team members.
Requires a high school diploma and over 5 years of experience in a client service-driven environment with administrative experience. Proficiency in Microsoft Excel and the ability to adapt to new software platforms are essential.
We are seeking a detail-oriented and client-focused Client Support Liaison Lead 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 Lead, you will:
Serve as a primary point of contact for clients on non-technical matters, including communications, follow-ups, document requests, and technology support, while managing a slightly reduced client portfolio to support additional leadership responsibilities.
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.
Identify aging returns, analyze causes for bottlenecks, and assist with due date reporting.
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.
Serve as a Career Advisor to team members by providing guidance, feedback, and support for professional development.
Act as a resource and mentor to peers, helping answer questions and promote consistency in processes and client service.
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.
Strong communication skills, organizational ability, and a proactive approach to problem-solving.
Demonstrated ability to support and guide others in a team environment.
High integrity, dependability, and the ability to thrive in a fast-paced, deadline-driven environment.
High School Diploma required.
5+ years of experience in a client service-driven environment; 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
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
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/
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. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring 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.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2026 Cherry Bekaert. All Rights Reserved.
Cherry Bekaert is a top-ranked U.S. CPA and advisory firm specializing in tax, audit, assurance, digital consulting, and M&A advisory services for middle-market companies, government contractors, nonprofits, and private equity-backed businesses. We deliver digitally driven, industry-aligned solutions that help clients transform from mid-market players into market leaders in today’s competitive landscape. Ranked among the largest accounting firms in the United States, our specialized services include business valuations, outsourced accounting, transaction advisory, and strategic tax planning. For over 75 years, Cherry Bekaert has been the trusted growth advisor to global corporations, startups, government entities, and successful individuals. We foster a professional environment that is flexible, inclusive, and entrepreneurial—empowering our people to grow personally and professionally. Our mission is clear: *Making a Difference for our people, our clients, our community, and our profession.* Cherry Bekaert serves key industries including: - Government Services - Healthcare & Life Sciences - Hospitality & Retail - Industrial Manufacturing - Not-for-Profits - Private Equity - Professional Services - Real Estate & Construction - Technology Our international reach is extended through our affiliation with Allinial Global, enabling us to support clients with cross-border needs. 🔗 Learn more at cbh.com and follow us on LinkedIn, X, Instagram, and Facebook for insights and updates. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.
Offices: 3800 Glenwood Ave, Raleigh, North Carolina 27612, US · 200 South 10th Street, Suite 900, Richmond, Virginia 23219, US · 1850 Towers Crescent Plaza, Suite 200, Tysons Corner, VA 22182, US · 1075 Peachtree St NE, Suite 2200, Atlanta, Georgia 30309, US · 1029 Greene St, Augusta, Georgia 30901, US
Cherry Bekaert is a top-ranked U.S. CPA and advisory firm specializing in tax, audit, assurance, digital consulting, and M&A advisory services for middle-market companies, government contractors, nonprofits, and private equity-backed businesses. We deliver digitally driven, industry-aligned solutions that help clients transform from mid-market players into market leaders in today’s competitive landscape. Ranked among the largest accounting firms in the United States, our specialized services include business valuations, outsourced accounting, transaction advisory, and strategic tax planning. For over 75 years, Cherry Bekaert has been the trusted growth advisor to global corporations, startups, government entities, and successful individuals. We foster a professional environment that is flexible, inclusive, and entrepreneurial—empowering our people to grow personally and professionally. Our mission is clear: *Making a Difference for our people, our clients, our community, and our profession.* Cherry Bekaert serves key industries including: - Government Services - Healthcare & Life Sciences - Hospitality & Retail - Industrial Manufacturing - Not-for-Profits - Private Equity - Professional Services - Real Estate & Construction - Technology Our international reach is extended through our affiliation with Allinial Global, enabling us to support clients with cross-border needs. 🔗 Learn more at cbh.com and follow us on LinkedIn, X, Instagram, and Facebook for insights and updates. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.
Offices: 3800 Glenwood Ave, Raleigh, North Carolina 27612, US · 200 South 10th Street, Suite 900, Richmond, Virginia 23219, US · 1850 Towers Crescent Plaza, Suite 200, Tysons Corner, VA 22182, US · 1075 Peachtree St NE, Suite 2200, Atlanta, Georgia 30309, US · 1029 Greene St, Augusta, Georgia 30901, US
