Client Support Liaison

Position Overview

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 nontechnical matters, supporting them through document coordination, technology tools, and ongoing communication. You will work closely with Partners and Managers to streamline processes, ensure timely delivery of tax work, and support internal operations including billing, reporting, and data management. If you thrive in a fast-paced environment, enjoy helping clients, and excel at managing details and deadlines, this opportunity is ideal for you.

Key Responsibilities

• Serve as the primary contact for clients on nontechnical questions.
• Request, track, and organize supporting documents; follow up on engagement letters, consents, and e‑file forms.
• Assist clients with Suralink, TaxCaddy, SafeSend, and other tax technology tools; act as an additional point of contact for technical matters as needed.
• Roll Axcess tax returns and engagement binders; save and organize documents in Engagement, SP Binders, and GFR.
• Assist with extension preparation, identify bottlenecks in aging returns, prepare PBC and Open Items Lists, and address e‑file rejections and schema errors.
• Submit engagement letters, create new returns in CCH Axcess, prepare TEAFs, and submit POAs.
• Support billing by generating WIP reports and assist in researching IRS notices and drafting responses.
• Gather financials for quarterly estimates and coordinate with Partners regarding client estimations.
• Support due date reporting; analyze data using Excel (Pivot Tables, VLOOKUP, etc.) and create custom reports as needed.
• Manage client accounts in Suralink and TaxCaddy; review incoming client documents and determine readiness for tax preparation.
• Publish tax returns and documents to Suralink/TaxCaddy.

Required Qualifications

• Proficiency with Microsoft Office software, especially Excel.
• Ability to quickly learn and adapt to new software platforms.
• Strong communication, organizational, and technical skills with a proactive approach to problem solving and meeting deadlines.
• Ability to thrive in a fast-paced, dynamic environment.
• Integrity, dependability, and trustworthiness.
• Minimum Education: High school diploma or equivalent.
• Minimum of 5+ years’ experience in a client service-driven environment with administrative responsibilities.

Preferred Qualifications

• Experience in a tax firm is preferred but not required.

Benefits & Perks

• Competitive Compensation: Pay range of $24.98 - $37.12, determined by role responsibilities, candidate experience, education, and location.
• Comprehensive Benefits: Annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; and Paid Care Leave.
• Collaborative environment with career growth and continuous professional development opportunities.
• Inclusive culture built on shared values such as uncompromising integrity, collaboration, trust, and mutual respect.
• Flexibility to achieve impactful work while maintaining a balanced life.
• Opportunities to connect and learn from professionals across diverse backgrounds.