Client Services Specialist: Tax & Assurance Support

CliftonLarsonAllen LLP; Pittsburgh (Allegheny County); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Wellness programs

Job summary

CLA is seeking a Client Service Coordinator in our Pittsburgh, PA office. This pivotal role provides direct client support and helps service team leaders in Assurance, Tax, or Outsourcing with marketing and administrative tasks.

The candidate will manage client documents, track deadlines, prepare tax organizers, and assist with invoice processing and client communications. Strong software aptitude and MS Office proficiency are required.

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 by handling Tax, Outsourcing, Assurance or Digital activities.
• Prepare and mail tax organizers and assemble tax returns.
• Track client deadlines and manage client data in filing systems.
• Assist with roll-forward and audit-related documentation for Assurance.
• Draft engagement letters, reports, and client communications.
• Provide client support and coordinate internal meetings and industry reporting.

Skills

2+ years experience

Professional services experience

Software proficiency

Microsoft Office

CCH ProSystemFx experience

CRM & Adobe familiarity

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

CCH ProSystemFx

CRM

MS Word

MS Excel

MS Outlook

MS PowerPoint

Adobe

Job description

CLA is seeking a Client Service Coordinator in our Pittsburgh, PA office. This pivotal role provides direct client support and helps service team leaders in Assurance, Tax, or Outsourcing with marketing and administrative tasks.

The candidate will manage client documents, track deadlines, prepare tax organizers, and assist with invoice processing and client communications. Strong software aptitude and MS Office proficiency are required.