Seasonal Client Service Coordinator

CliftonLarsonAllen Wealth Advisors, LLC; Oshkosh (WI); On-site; USD 22,000 - 30,000; Part time

Job summary

CLA Wealth Advisors in Oshkosh, WI seeks a Seasonal Client Service Coordinator to support our tax-season client service team from January to April. The role assists with client communications, document handling, and office operations to help ensure timely tax processing.

Requirements include 2 years in professional services, a high school diploma or equivalent, associate or bachelor’s degree preferred, and proficiency with MS Office; experience with CCH ProSystemFx is preferred.

Qualifications

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• High school diploma or equivalent required; associate or bachelor's degree preferred.

Skills

Professional services

MS Office proficiency

CRM familiarity

CCH ProSystemFx

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

CCH ProSystemFx

Job description

Seasonal Client Service Coordinator### Seasonal Client Service CoordinatorApply: Oshkosh, WI: Part time: Posted Yesterday: R18403CLA 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 Oshkosh, 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