What are the responsibilities and job description for the Client Liaison – Interfirm Operations position at PPG TAX?
Position Overview
We’re seeking a Client Liaison – Interfirm Operations to serve as the single, unified point-of-contact for clients whose matters involve both our consulting firm and affiliated law firm. This person will manage the flow of communication, deadlines, and client updates across both entities—ensuring that nothing falls through the cracks and that the client experience remains proactive, seamless, and clear.
A liaison, by definition, is someone who facilitates communication and coordination between distinct groups. In this role, the liaison keeps both internal teams and clients aligned at every step—from valuation analysis to litigation—so we can deliver exceptional outcomes without internal bottlenecks or fragmented communication.
Key Responsibilities
• Serve as the primary communication channel for clients on interfirm matters.
• Coordinate with internal teams (Valuation, Legal, Administration) to deliver consistent and proactive updates to clients.
• Track and manage client-related deadlines, deliverables, and follow-ups across both firms.
• Maintain meticulous records of client communications and documents.
• Ensure that all requests (ex. documents, availability, approvals) are streamlined and not duplicated across firms.
• Anticipate client needs and follow up proactively to maintain momentum on open matters.
• Relay information between both firms in a timely, clear, and organized manner.
Qualifications
• Exceptional written and verbal communication skills.
• Strong organizational abilities with attention to detail and follow-through.
• Ability to track multiple projects and deadlines without letting tasks slip.
• Basic proficiency with Microsoft Excel and general comfort with numbers.
• Prior experience in real estate, legal, or professional services is a plus, but not required.
• Calm under pressure, with a natural instinct to "own the outcome" and stay ahead of client expectations.
About Us
We are a boutique property tax consulting firm with a relentless focus on delivering maximum tax savings through deep expertise, strategic litigation, and unwavering client service. We work in close coordination with our affiliated law firm to represent some of the most sophisticated owners of commercial real estate in Texas.
What We Offer
• A collaborative, high-performing team that values clarity and results.
• A role with real impact on client relationships and firm performance.
• Ongoing learning and growth within both property tax consulting and legal service environments.
• Competitive compensation and benefits tailored to experience.
• A company with extremely high growth expectations.