Job Title

Join our dynamic Core Tax team as a Client Relations Coordinator. In this engaging role, you will be the key point of contact for clients regarding non-technical inquiries, assisting them with document coordination, technology tools, and maintaining open lines of communication. Collaborating closely with Partners and Managers, you'll help streamline processes, ensure timely delivery of tax-related work, and support internal operations including billing, reporting, and data management. If you excel in fast-paced environments, enjoy client interaction, and have a keen eye for detail, we invite you to become a vital member of our high-impact team. Key Responsibilities Client Support & Communication Act as the primary contact for clients on non-technical inquiries. Request, track, and organize necessary supporting documents. Follow up on engagement letters, consents, and e-file forms. Assist clients with Suralink, TaxCaddy, SafeSend, and other tax technology tools. Serve as an additional point of contact for technical questions when necessary. Partner/Manager Assistance Prepare and roll Axcess tax returns and engagement binders. Organize documents within Engagement, SP Binders, and GFR. Help with extension preparation and identify bottlenecks in aging returns. Draft PBC and Open Items Lists. Assist with e-file rejections and schema errors. Submit engagement letters and set up new returns in CCH Axcess. Prepare TEAFs and submit POAs. Support billing through the creation of WIP reports. Assist in researching IRS notices and drafting responses. Collect financials for quarterly estimates and work with Partners on required client estimations. Reporting & Technology Support Facilitate due date reporting processes. Analyze data with Excel (including Pivot Tables and VLOOKUP). Generate custom reports as needed. Manage client accounts in Suralink and TaxCaddy. Review incoming client documents for readiness for tax preparation. Publish tax returns and related documents using Suralink/TaxCaddy. Qualifications Proficient in Microsoft Office applications, particularly Excel. Ability to quickly learn new software platforms to provide effective support. Exceptional communication, organizational, and technical skills, with the capacity to meet tight deadlines and proactively address problems. Able to thrive in a dynamic work environment. Demonstrable integrity, dependability, and trustworthiness. Education & Experience Minimum Education: High school diploma or equivalent. Experience: 5+ years of experience in a client service-oriented environment. Administrative experience is required. Experience in a tax firm is preferred but not necessary. What We Offer You: A workplace culture that encourages inclusion and belonging, based on values like integrity, collaboration, trust, and mutual respect. Opportunities for innovation and doing engaging work that inspires you. A collaborative setting that promotes career growth and continuous professional development. Competitive compensation and a total rewards package that prioritizes your overall wellbeing. Flexibility allowing for impactful work while enjoying life outside of the office. Chance to connect with and learn from professionals from diverse backgrounds and cultures. Benefits Information: Cherry Bekaert cares deeply about its staff. We offer competitive compensation packages determined by factors such as role, responsibilities, work experience, education, skills, and geographic location. Our comprehensive benefits program includes annual bonuses, health coverage, disability and life insurance, generous Paid Time Off, retirement plans, Paid Care Leave, and various initiatives aimed at enhancing your work and personal life while providing a safety net for you and your family. Salary Range: $24.98-$37.12 About Us: Cherry Bekaert, one of the largest assurance, tax, and advisory firms in the U.S., serves clients across various industries nationwide and internationally. Cherry Bekaert provides equal employment opportunities to all applicants and employees, without discrimination based on race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, veteran status, disability status, or any other protected category by applicable laws. This position is expected to remain open for at least five calendar days, or until a qualified candidate is selected. Applicants must be eligible to work in the United States; work sponsorship will not be provided. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are associated with Allinial Global, a worldwide accountancy and business advisory organization. © 2026 Cherry Bekaert. All Rights Reserved.