Client Services Coordinator — Tax, Assurance & Outsourcing

CLA (CliftonLarsonAllen); Austin (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

CLA (CliftonLarsonAllen) in Austin, TX is seeking a Client Service Coordinator to support service teams across Tax, Outsourcing, Assurance and Digital. You will help manage client workflows, prepare documents, and assist with billing and CRM tasks.

Ideal candidates bring 2+ years in professional services, strong MS Office skills, and the ability to learn new software quickly. This role offers exposure to a broad range of CLA service lines and collaborative team environment.

Qualifications

• 2 years of relevant experience.
• Professional services industry experience 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 leaders in Tax, Outsourcing, Assurance or Digital services.
• Tax: assist with tax organizers, document handling, returns, extensions, deadlines tracking, and eFile processes.
• Client Documents: prepare and assemble client financial documents and engagement materials.
• Assurance: support roll-forwards, audit worksheets, and client communications.
• Outsourcing: assist with engagement letters, client deliverables, and CRM tracking.

Skills

2 years of relevant experience

Professional services experience

Ability to quickly master new software

MS Windows and MS Office

Strong communication and organization

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

CCH ProSystemFx

CRM systems

Adobe

Job description

CLA (CliftonLarsonAllen) in Austin, TX is seeking a Client Service Coordinator to support service teams across Tax, Outsourcing, Assurance and Digital. You will help manage client workflows, prepare documents, and assist with billing and CRM tasks.

Ideal candidates bring 2+ years in professional services, strong MS Office skills, and the ability to learn new software quickly. This role offers exposure to a broad range of CLA service lines and collaborative team environment.