Client Support & Services Coordinator

CliftonLarsonAllen LLP; Kansas City (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Wellness program

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA is seeking a Client Support Coordinator in our Kansas City, MO office. The role provides direct client support and back-office services to the Assurance, Tax, or Outsourcing teams, helping manage workflows, deadlines, and client communications.

Required are two years of relevant experience and a high school diploma; an associate or bachelor’s degree is preferred. Proficiency in Microsoft Office and familiarity with CCH ProSystemFx are advantageous.

Qualifications

• Two 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

• Provide support to service team leaders in Assurance, Tax, or Outsourcing.
• Assist with tax process tasks including organizing documents, preparing organizers, and tracking deadlines.
• Assist with roll-forward processes and client document management where applicable.
• Draft and coordinate client communications and engagement-related documents.
• Support internal operations and billing processes across multiple offices.

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 is seeking a Client Support Coordinator in our Kansas City, MO office. The role provides direct client support and back-office services to the Assurance, Tax, or Outsourcing teams, helping manage workflows, deadlines, and client communications.

Required are two years of relevant experience and a high school diploma; an associate or bachelor’s degree is preferred. Proficiency in Microsoft Office and familiarity with CCH ProSystemFx are advantageous.