Client Support Liaison

Job Summary

A company is looking for a Client Support Liaison to join their Core Tax team.

Key Responsibilities

• Serve as the primary contact for clients on non-technical questions and assist with document coordination
• Support Partners and Managers with tax return preparation, billing, and data management
• Analyze data and create custom reports using Excel while managing client accounts in tax technology tools

Required Qualifications

• High school diploma or equivalent
• 5+ years of experience in a client service-driven environment
• Administrative experience is required
• Experience in a tax firm is preferred but not required
• Proficiency with Microsoft Office software, especially Excel