Client Liaison Specialist

3 weeks ago

Winchester, Hampshire, United Kingdom YHB Full time

Overview

At YHB, we value great people who take ownership of their careers and want to make a meaningful impact. As a Client Liaison Specialist, you will play a vital role in managing engagements between Principals and clients, ensuring client satisfaction and strategic goal achievement.

Job Description

The ideal candidate will be responsible for coordinating multiple Principals' calendars, confirming appointments, and travel arrangements. They will also respond to inbound calls, book travel, manage expense reports, and maintain confidentiality standards. Additionally, they will act as a central communication hub, providing necessary information to teams and ensuring seamless coordination between Principals and their teams.

Technical Expertise & Quality

  • Maintain and manage 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, establishing 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.
  • Create and maintain daily/weekly action items spreadsheet to keep Principals informed of key tasks and deadlines.
  • 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.
  • Actively participates in self‐development activities and works with circle leader to develop and monitor appropriate and challenging goals.
  • 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 others.

Education, Experience, & Other Requirements

  • 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.
  • 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

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

  • $85,000 - $110,000 per year, depending on experience.
  • Retirement savings plan with a 401(k) & profit-sharing plan.
  • Health, dental, and vision insurance.
  • Wellness programs and employee assistance programs (EAP).
  • Paid parental leave and family support.

Professional Development

  • Learning and development opportunities.
  • 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.

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