Seasonal Client Service Coordinator

CliftonLarsonAllen LLP; Maumee (OH); On-site; USD 21,000 - 30,000; Full time

Job summary

CLA, a top national professional services firm, seeks a Seasonal Client Service Coordinator in Maumee, OH. The role supports the office from January to April, aiding the service teams in Tax, Outsourcing, Assurance, and Digital with administrative and workflow tasks.

The position requires at least 2 years of relevant experience, proficiency with MS Office, and familiarity with CCH ProSystemFx. Strong organization and client service skills are essential to ensure timely, accurate work during peak

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

• Support one or more service areas: Tax, Outsourcing, Assurance or Digital.
• Assist with preparing and mailing organizers and tax returns during tax season.
• Help manage deadlines, client data, and e-file processes.
• Prepare engagement letters, reports, and client deliverables as needed.
• Coordinate internal/external meetings and support monthly reporting.
• Assist with client invoicing and workflow management.

Skills

Client support

Professional services experience

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 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 Maumee, OH 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: 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. 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. 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: 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: 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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.

CLA's privacy policy is available to be viewed on our website.

CLA is an equal opportunity employer. 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.

Start your inspired career: When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

Wellness at CLA: Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

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].