Client Service Coordinator

CliftonLarsonAllen LLP; Des Moines (IA); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Health benefits

401k

Wellness program

Job summary

CliftonLarsonAllen LLP in Des Moines, IA is seeking a Client Service Coordinator to support service leaders across Tax, Outsourcing, Assurance and Digital. The role handles client documents, workflow, and billing coordination, ensuring smooth operations for the client service team.

Required 2 years of relevant experience with strong MS Office skills; familiarity with CCH ProSystemFx is preferred. High school diploma or equivalent required; associate or bachelors degree is preferred.

Qualifications

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• High school diploma or equivalent required.
• Associate or bachelors degree preferred.
• Ability to quickly master new software applications.
• Proficiency in Microsoft Windows and Office Products.
• Experience with CCH ProSystemFx is preferred.
• Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems.

Responsibilities

• Internal Support: Proactively support team leader in managing Tax, Outsourcing, Assurance or Digital services.
• Tax: Manage tax processes including organizers, document handling, deadlines and eFile management.
• Assurance: Assist in preparing client documents, engagement letters, reports and audits.
• Outsourcing: Draft engagement letters, process client invoices and CRM tracking.
• Internal Operations Team: Provide back up during peak seasons and support other internal operations roles.

Skills

Client service

MS Office

CRM tools

Attention to detail

Education

High school diploma

Associate or Bachelor's degree preferred

Tools

CCH ProSystemFx

MS Word

MS Excel

MS Outlook

PowerPoint

CRM

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.

Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking a Client Service Coordinator in our Des Moines, IA office.

This pivotal role provides support to the client by conducting specific service activities and providing direct client support.

They support the service team leaders (generally in Assurance, Tax, or Outsourcing) in managing the business functions and growth through marketing and administration support activities.

How you'll create opportunities in this Client Service Coordinator role:

• Internal Support: Proactively support team leader in managing one or more of the following services: Tax, Outsourcing, Assurance or Digital.
• Tax: They are involved in one or more various responsibilities relating to the tax process, including preparing and mailing tax organizers, organizing and scanning client documents, assembling final tax returns and preparing extensions. They track client deadlines and all reporting through the online filing systems to ensure no client deadlines are missed. Proactively manage database and workflow systems to ensure accurate maintenance of client data. Responsible for tracking and managing all tax eFile deadlines for the local office. They ensure all e-file forms are collected and processed timely and proactively engage office paraprofessionals to assist with peak filing deadlines. Client Documents: Process client source documents, provide completed returns and instructions to client for completing workflow process. Ensure the collection of authorization forms (8879) from clients before tax returns are released. Respond to client needs and questions on behalf of tax team to assist in time and workflow management.
• Assurance: They roll forward binders in ProFx and complete roll-forward audit worksheet for common audit areas. Sends final adjustments and trial balances to the client. Ensures clients’ internal financial statements tie to our final audit. Updates board presentations in PowerPoint for audits and proposals. Prepares client engagement letters, reports, and other letters upon request. Coordinates internal/external meetings and supports monthly industry reporting. Client Documents: Proofreads and coordinates the assembly of client financial statements, management letters, engagement letters and reports for staff. Coordinates delivery of final assurance documents via hard copy or electronic documents. Responds to client needs on behalf of the assurance team to assist in time and workflow management.
• Outsourcing: They are involved in one or more various tasks related to CAAS, Global Services, VR, or CLA Search. Manages engagement letters and assists with client deliverables, such as technology setup. Assists with drafting monthly bills for Principal review and coordinates CRM tracking for business development. Provides general internal and external support for Outsourcing teams and their clients for multiple office locations. Client Documents: Drafts engagement letters, creates 1099s or other reporting forms as needed, drafts and delivers client invoices and other client deliverables.
• Internal Operations Team: Supports and provides back up to other internal operations team members during peak busy seasons, and as needed. May have accountabilities across other internal operations roles.

What you will need:

• 2 years of relevant experience required
• Professional services industry experience preferred
• High school diploma or equivalent required.
• Associate or bachelor's degree preferred
• Ability to quickly master new software applications
• Proficiency in Microsoft (MS) Windows and Office Products
• Experience with CCH ProSystemFx is preferred
• Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems
• #LI-SK1
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website. CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

Start your inspired career

When you join CLA, you'll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles, it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.