Client Services Coordinator — Growth & Operations

CLA (CliftonLarsonAllen); Pittsburgh (Allegheny County); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health insurance

401k plan

Dental insurance

Job summary

CLA (CliftonLarsonAllen) in Pittsburgh, PA seeks a Client Service Coordinator to support our service teams across Tax, Outsourcing, Assurance and Digital. You will help manage client documents, deadlines, and workflows, ensuring accurate data and timely responses.

The role emphasizes proactive administration, CRM tracking, invoicing support, and coordination of engagement letters and reports. A high school diploma and 2 years’ experience are required, with preferred degrees or additional

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

• Internal support: assist team leaders in Tax, Outsourcing, Assurance or Digital services.
• Process client documents and ensure timely delivery of tax forms and client data.
• Coordinate engagement letters, reports, and client invoices.
• Prepare and review client financial statements and management letters.
• Support internal operations and CRM tracking for business development.
• Back up other internal operations team members during peak seasons.

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

CCH ProSystemFx

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Job description

CLA (CliftonLarsonAllen) in Pittsburgh, PA seeks a Client Service Coordinator to support our service teams across Tax, Outsourcing, Assurance and Digital. You will help manage client documents, deadlines, and workflows, ensuring accurate data and timely responses.

The role emphasizes proactive administration, CRM tracking, invoicing support, and coordination of engagement letters and reports. A high school diploma and 2 years’ experience are required, with preferred degrees or additional