Client Liaison Specialist - Tax

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. The Client Liaison Specialist is responsible for managing engagements between the assigned Principal(s) and their clients, acting as an extension of the Principals to ensure client satisfaction and the achievement of strategic goals. This role involves supporting multiple Principals in fostering long-term relationships and executing functions to develop and maintain business relationships.

Roles & Responsibilities

Technical Expertise & Quality

• Maintain and manage the Principal’s calendar, confirming all client appointments and travel are accurately scheduled.
• Field and respond to Principal’s inbound calls.
• Book travel arrangements and manage expense reports, establish timely submission.
• Adhere to and preserve confidentiality standards both internally and externally.
• Act as a central communication hub, providing necessary information to teams and ensuring seamless coordination between Principals and their teams.
• Coordinate and schedule client appointments and internal meetings for assigned Principals Build and maintain client relationships.
• Create and maintain daily/weekly action items spreadsheet to keep Principals informed of key tasks and deadlines.
• Build and maintain client relationships.
• Act as a liaison to internal departments with client feedback and request to adjust service offerings.
• Communicate between management and clients to ensure engagement readiness.
  
  

Tax Department Specific Duties

• Act as a liaison between Principals, clients, and Client Service Coordinators ensuring sufficient communication and timelines to meet client expectations.
• Track ALL tasks through SafeSend and XCM reports, so that all relevant parties stay informed of progress and deadlines.
• Monitor 1040 organizers in SafeSend for targeted completion, transitioning to CSC/SurePrep at the designated step, as well as reaching out to client for additional inputs when necessary.
• Monitor quarterly tax estimate lists and provide to CSC to distribute/deliver to clients.
• Cross-training in, and knowledge of, all Tax processes and applications, as deemed required by Tax Lead, Tax Principals, and/or COO.
  
  

Professionalism & Service Excellence

• Actively participates in self‐development activities and works with circle leader to develop and monitor appropriate and challenging
• Demonstrates an understanding of the importance of cooperation and teamwork through daily interactions with co‐workers by maintaining positive working relationships with other team members and displaying an attitude of helpfulness, a focus on team success, and the consideration of the ideas of
  
  

Education, Experience, & Other Requirements

• 2-year college degree preferred.
• 5 years related experience or equivalent combination of education and experience.
• Proficient in the use of MS Office applications.
• Possesses a high level of integrity and ability to respect confidentiality.
• Adept organization skills.
• Experience with Project Management.
• Initiative-driven self-starter who excels independently.
• Effective verbal and written communication skills.
• Ability to handle multiple tasks simultaneously.
• Good knowledge of firm policies and procedures.
• Enthusiastic and self‐starter
  
  

Benefits & Perks

We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:

Competitive Compensation & Rewards:

• Market-competitive salary with performance-based bonuses.
• Retirement savings plan with a 401(k) & profit-sharing plan.
  
  

Comprehensive Health & Wellness:

• Health, dental, and vision insurance.
• Wellness programs and employee assistance programs (EAP).
• Paid parental leave and family support.
  
  

Professional Development:

• Learning and development opportunities.
• Tuition reimbursement.
• CPA exam support, certification reimbursements, and mentorship programs.
• Internal promotions and career pathing opportunities.
  
  

Work-Life Balance:

• Generous paid time off (PTO) and holidays.
• Flexible work arrangements (hybrid/remote options available).
  
  

Engaging Work Culture:

• Collaborative and inclusive work environment.
• Employee resource groups and diversity initiatives.
• Social events, team-building activities, and volunteer opportunities.
  
  

YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business!