Seasonal Client Experience Coordinator

CliftonLarsonAllen LLP; Carmel-by-the-Sea (CA); On-site; USD 34,000 - 53,000; Part time

Benefits offered by this job

Health insurance

Dental coverage

401k plan

Job summary

CliftonLarsonAllen LLP, in Carmel, CA, seeks a Seasonal Client Service Coordinator to support the office during tax season (January through April). You will assist service team leaders in Tax, Outsourcing, Assurance or Digital, coordinating client documents and deadlines, and providing direct client support.

The role requires 2 years of relevant experience, proficiency with MS Office, and the ability to adapt to new software.

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

• Internal Support: Proactively support team leader in managing Tax, Outsourcing, Assurance or Digital services.
• Process client documents, assemble tax returns, and manage deadlines.
• Assist with client communications and workflow management.
• Proofread and coordinate the assembly of client financial statements and reports.
• Draft engagement letters, client invoices, and other deliverables.
• Support internal operations during peak busy seasons.

Skills

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Familiarity with CCH ProSystemFx

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

CCH ProSystemFx

Job description

CliftonLarsonAllen LLP, in Carmel, CA, seeks a Seasonal Client Service Coordinator to support the office during tax season (January through April). You will assist service team leaders in Tax, Outsourcing, Assurance or Digital, coordinating client documents and deadlines, and providing direct client support.

The role requires 2 years of relevant experience, proficiency with MS Office, and the ability to adapt to new software.