Client Support Coordinator - Elevate Client Service & Ops

CliftonLarsonAllen; Kansas City (MO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

CLA Kansas City is seeking a Client Support Coordinator to assist tax, outsourcing, or assurance service teams. You will help with client documents, organize filings, and support deadlines while delivering professional service.

A minimum of 2 years in a professional services environment is preferred; a high school diploma is required, with an associate or bachelor’s degree preferred. ProSystem fx familiarity is a plus and strong MS Office skills are essential.

Qualifications

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• Associate or bachelor's degree preferred.

Responsibilities

• Internal Support: assist team leaders in Tax, Outsourcing, or Assurance.
• Process client documents and organize tax deadlines and workflow.
• Draft engagement letters and coordinate client deliverables as needed.
• Support internal operations during peak periods.

Skills

MS Office proficiency

Communication

Time management

Client service

Organizational skills

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 Kansas City is seeking a Client Support Coordinator to assist tax, outsourcing, or assurance service teams. You will help with client documents, organize filings, and support deadlines while delivering professional service.

A minimum of 2 years in a professional services environment is preferred; a high school diploma is required, with an associate or bachelor’s degree preferred. ProSystem fx familiarity is a plus and strong MS Office skills are essential.