Seasonal Client Service Coordinator

CliftonLarsonAllen Wealth Advisors, LLC; Green Bay (WI); Sur place; USD 25 000 - 39 000; Temps partiel

Résumé du poste

CliftonLarsonAllen Wealth Advisors, LLC in Green Bay, WI seeks a Seasonal Client Service Coordinator to support our office during tax season from January to April.

You will assist service team leaders across Assurance, Tax, Outsourcing, and Digital with client document processing, deadlines tracking, and workflow management.

This part-time role requires a high school diploma (associate's degree preferred) and comfort with MS Office and CRM systems.

Qualifications

• Two years of relevant experience required.
• Professional services industry experience preferred.
• Ability to quickly master new software applications.
• Proficiency with Microsoft Office and CRM systems.

Responsabilités

• Provide client service support during tax season January–April.
• Assist with client document processing and workflow management.
• Prepare and mail tax organizers, organize client documents, and track deadlines.
• Support service leaders in marketing and administrative tasks.

Connaissances

Adaptability

Communication skills

Time management

Professionalism

Formation

High school diploma or equivalent

Associate or bachelor’s degree preferred

Outils

MS Office Suite

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM software

CCH ProSystem fx

Adobe

Description du poste

Seasonal Client Service Coordinator### Seasonal Client Service CoordinatorApply: Green Bay, WI: Part time: Posted Yesterday: R18404CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a Client Service Coordinator in our Green Bay, WI office. This role would support the office through tax season from January to April. This pivotal role provides support to the client by conducting specific service activities and providing direct client support. They support the service team leaders (generally in Assurance, Tax, or Outsourcing) in managing the business functions and growth through marketing and administration support activities. **How you’ll** ***create opportunities*** **in this Seasonal Client Service Coordinator role:*** Internal Support: Proactively support team leader in managing one or more of the following services: Tax, Outsourcing, Assurance or Digital. * Tax: They are involved in one or more various responsibilities relating to the tax process, including preparing and mailing tax organizers, organizing and scanning client documents, assembling final tax returns and preparing extensions. They track client deadlines and all reporting through the online filing systems to ensure no client deadlines are missed. Proactively manage database and workflow systems to ensure accurate maintenance of client data. Responsible for tracking and managing all tax eFile deadlines for the local office. They ensure all e-file forms are collected and processed timely and proactively engage office paraprofessionals to assist with peak filing deadlines.* Client Documents: Process client source documents, provide completed returns and instructions to client for completing workflow process. Ensure the collection of authorization forms (8879) from clients before tax returns are released. Respond to client needs and questions on behalf of tax team to assist in time and workflow management. * Assurance: They roll forward binders in ProFx and complete roll-forward audit worksheet for common audit areas. Sends final adjustments and trial balances to the client. Ensures clients’ internal financial statements tie to our final audit. Updates board presentations in PowerPoint for audits and proposals. Prepares client engagement letters, reports, and other letters upon request. Coordinates internal/external meetings and supports monthly industry reporting.* Client Documents: Proofreads and coordinates the assembly of client financial statements, management letters, engagement letters and reports for staff. Coordinates delivery of final assurance documents via hard copy or electronic documents. Responds to client needs on behalf of the assurance team to assist in time and workflow management. * Outsourcing: They are involved in one or more various tasks related to CAAS, Global Services, VR, or CLA Search. Manages engagement letters and assists with client deliverables, such as technology setup. Assists with drafting monthly bills for Principal review and coordinates CRM tracking for business development. Provides general internal and external support for Outsourcing teams and their clients for multiple office locations.* Client Documents: Drafts engagement letters, creates 1099s or other reporting forms as needed, drafts and delivers client invoices and other client deliverables. * Internal Operations Team: Supports and provides back up to other internal operations team members during peak busy seasons, and as needed. May have accountabilities across other internal operations roles. **What you will need:*** 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 (MS) 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