Client Services Specialist (Tax, Audit & Outsourcing)

CliftonLarsonAllen LLP; Cedar Rapids (IA); Presencial; USD 42.000 - 54.000; Jornada completa

Descripción de la vacante

CLA is seeking a Client Service Coordinator in Cedar Rapids, IA to support the Assurance, Tax and Outsourcing teams by managing client documents, workflows, and billing processes. You will coordinate engagement letters, prepare client communications, and help ensure timely delivery of services.

Join a national professional services firm that values diverse perspectives and offers growth opportunities, collaborative culture, and comprehensive benefits across multiple service lines.

Formación

• 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 MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe

Responsabilidades

• Internal Support: support team leaders in Tax, Outsourcing, Assurance or Digital.
• Process client source documents and manage tax eFile deadlines.
• Proofread and coordinate assembly of client financial statements and reports.
• Draft engagement letters, schedules and client invoices as needed.
• Support CRM tracking and coordination of billing for multiple offices.

Conocimientos

Client service

Office administration

Attention to detail

Communication skills

Educación

High school diploma or equivalent

Associate or bachelors degree preferred

Herramientas

Microsoft Office

CCH ProSystemFx

CRM

Descripción del empleo

CLA is seeking a Client Service Coordinator in Cedar Rapids, IA to support the Assurance, Tax and Outsourcing teams by managing client documents, workflows, and billing processes. You will coordinate engagement letters, prepare client communications, and help ensure timely delivery of services.

Join a national professional services firm that values diverse perspectives and offers growth opportunities, collaborative culture, and comprehensive benefits across multiple service lines.