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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client support and administrative workflow management capabilities, with proficiency in data analysis and document management. Ability to communicate effectively and adapt to changing workloads while maintaining attention to detail.
Highest-signal resume keywords
Client Support ManagementData Analysis Using PivotTablesDocument Management in SharePointStrong Verbal And Written CommunicationAttention To Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisPivotTablesVLOOKUPDocument ManagementTax Engagement AdministrationWorkflow CoordinationReport PreparationE-file ProcessingEngagement Letter ManagementProcess Streamlining
Soft Skills
Problem-SolvingStrong CommunicationAttention To DetailInitiativeAbility To Work Under Pressure
Tools & Technologies
CCH AxcessEngagementSharePointTaxCaddy
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Tax EngagementClient DocumentationAdministrative WorkflowsDue-Date ReportingE-file Forms
About the role
Key responsibilities & impact- Serve as a point of contact for clients on non-technical matters
- Request supporting documentation and follow up on signed engagement letters, consents, and e-file forms
- Support managers with tax engagement administration
- Roll tax returns in CCH Axcess and Engagement binders
- Save documents to Engagement and SharePoint binders
- Prepare PBC and open-items lists
- Assist with e-file rejections, extension workflows, and submission of engagement letters for preparation
- Coordinate due-date reporting by scheduling review meetings with managers
- Analyze data using PivotTables and VLOOKUP
- Create nonstandard reports as requested
- Support TaxCaddy account management
- Monitor and report incoming documents
- Move workflows into process based on the percentage of documents received
- Work closely with Partners and Managers to streamline processes, ensure timely delivery of tax work, and support billing, reporting, and data management
Requirements
What you’ll need- 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 ability to learn new systems quickly
- Strong attention to detail and problem-solving skills
- Initiative and 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 preferred
- Three or more years of experience in a related field preferred
- Eligibility to work in the United States
- Cherry Bekaert will not provide work sponsorship for this position
Benefits
Comp & perks- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Comprehensive, high-quality benefits program
- Flexible work arrangements
- Career growth and continuous professional development
- Opportunities to connect and learn from professionals from different backgrounds and cultures