Client Service Coordinator — Tax & Assurance Support

CliftonLarsonAllen LLP; Nashville (TN); On-site; USD 42,000 - 56,000; Full time

Job summary

CLA in Nashville, TN is seeking a Client Service Coordinator to provide direct client support and assist service team leaders in Assurance, Tax, or Outsourcing. You will handle tax document processing, client communications, and workflow management to help meet deadlines and deliver accurate results.

The role emphasizes strong organization, attention to detail, and proficiency with standard software. Equal opportunity employer and health benefits are offered.

Qualifications

• 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 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

• Support service teams in Tax, Outsourcing, Assurance, or Digital.
• Draft engagement letters, prepare client documents, and assist with workflow.
• Coordinate internal/external meetings and support monthly industry reporting.
• Assist with drafting monthly bills and CRM tracking for business development.
• Provide back up to internal operations during peak seasons.

Skills

2 years of relevant experience

MS Windows and Office proficiency

Ability to quickly master new software

Professional services experience

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

CCH ProSystemFx

Job description

CLA in Nashville, TN is seeking a Client Service Coordinator to provide direct client support and assist service team leaders in Assurance, Tax, or Outsourcing. You will handle tax document processing, client communications, and workflow management to help meet deadlines and deliver accurate results.

The role emphasizes strong organization, attention to detail, and proficiency with standard software. Equal opportunity employer and health benefits are offered.