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$26/hr–$38/hr
Full-time
high school
Annual bonus, Medical care, Dental care, Vision care, Disability insurance, Life insurance
Posted 7d ago
Apply by Oct 1
~40 hrs/week
Responsibilities
The Client Support Liaison serves as a primary point of contact for clients on non-technical matters and supports the tax team with document coordination and technology tools. They also assist Partners and Managers with internal operations such as billing, reporting, and the preparation of tax engagement binders.
Requirements
Candidates must have a High School Diploma and at least 5 years of experience in a client service-driven or administrative environment. Proficiency in Microsoft Office, specifically Excel, and the ability to adapt to new software platforms are required.
Full job description
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 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.
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.
What you bring to the role:
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.
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
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
Benefits Information:
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.
Pay Range:
$26.23-$38.70
About Cherry Bekaert
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.
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
TaxAccounting and ConsultingGovernment ContractingReal Estate & ConstructionManufacturing & DistributionFinancial InstitutionsColleges and UniversitiesM&AAuditAdvisory
How much do Customer Service & Support jobs in Colorado pay?
Based on 2359 listings with disclosed salaries, most customer service & support jobs in Colorado pay between $50k–$111k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in Colorado right now?
There are currently 16,800 open customer service & support positions in Colorado listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Colorado?
Companies currently hiring include Kroger, Domino's, Starbucks, Lowe's Companies, Inc., Albertsons Companies, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Colorado?
Yes — 913 of the 16800 open customer service & support positions offer remote or hybrid work (375 remote, 538 hybrid).
How do I apply for Customer Service & Support jobs in Colorado?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
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