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About the Role
Serve as a primary point of contact for clients on non-technical matters, supporting them through document coordination, technology tools, and ongoing communication. 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.
Responsibilities
- Serve as a point of contact for clients on non-technical matters, including requesting supporting documentation and following up on signed engagement letters, consents, and e-file forms.
- Support managers with tax engagement administration, including rolling tax returns in CCH Axcess and Engagement binders and saving documents to Engagement and SharePoint binders.
- Prepare PBC and open-items lists and assist with e-file rejections, extension workflows, and submission of engagement letters for preparation.
- Coordinate due-date reporting by scheduling review meetings with managers, analyzing data using tools such as PivotTables and VLOOKUP, and creating nonstandard reports as requested.
- Support TaxCaddy account management, monitor and report incoming documents, and move workflows into process based on the percentage of documents received.
Requirements
- High school diploma or GED.
- Related professional experience demonstrating the ability to manage client support and administrative workflows.
- Strong verbal and written communication skills.
- Proficiency with technology and the ability to learn new systems quickly.
- Strong attention to detail, problem-solving skills, initiative, and the ability to work with a high sense of urgency.
- Ability to adjust your schedule and accommodate significantly increased workload on deadline days.
- Some college coursework.
- Three or more years of experience in a related field.
- Candidates must demonstrate eligibility to work in the United States.
- Cherry Bekaert will not provide work sponsorship for this position.
Skills
- Document coordination
- Technology tools
- Client communication
- Billing
- Reporting
- Data management
- CCH Axcess
- SharePoint
- PivotTables
- VLOOKUP
Location
- Remote
Work Type
- Full-time
Experience Level
- Entry-level
- Mid-level
Education Level
- High school diploma or GED
- Some college coursework
Salary/Compensations
- $26.23 - $38.70
Benefits
- Annual bonus
- Medical
- Dental
- Vision care
- Disability insurance
- Life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
About the Company
- 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.
- 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.
Equal Opportunity
- 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.