Seasonal Client Service Coordinator

CliftonLarsonAllen LLP; Green Bay (WI); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401k plan

Wellness program

Job summary

CliftonLarsonAllen LLP in Green Bay, WI seeks a Seasonal Client Service Coordinator to support Tax, Outsourcing, Assurance or Digital services from January through April. You will assist team leads, manage client documents, track deadlines, and help prepare tax organizers and reports.

Strong organizational skills and MS Office proficiency are essential. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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 MS Windows and Office products.
• Experience with CCH ProSystemFx preferred.
• Familiarity with CCH products, MS Office, CRM, Adobe and related systems.

Responsibilities

• Support the office through tax season from January to April.
• Assist service team leaders in Tax, Outsourcing, Assurance or Digital.
• Prepare and mail tax organizers, organize client documents and returns.
• Track deadlines and eFile deadlines; manage workflows and data.
• Prepare engagement letters, reports and client deliverables.
• Coordinate internal operations and client communications during peak season.

Skills

Experience in professional services

MS Office proficiency

CRM familiarity

Attention to detail

Ability to learn new software

Education

High school diploma or equivalent

Associate degree preferred

Bachelor's degree preferred

Tools

CCH ProSystemFx

CRM

MS Word

MS Excel

MS Outlook

MS PowerPoint

Adobe

Job description

CLA 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

#LI-SK1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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