Seasonal Client Service Coordinator for Tax & Outsourcing

CliftonLarsonAllen LLP; Bethlehem (Northampton County); On-site; USD 22,000 - 30,000; Full time

Job summary

CLA is a top 10 national professional services firm that delivers wealth advisory, digital, audit, tax, consulting, and outsourcing services. The Bethlehem, PA office seeks a Seasonal Client Service Coordinator to support the office during tax season (January–April).

The role aids service teams in Assurance, Tax, Outsourcing, and Digital through marketing and administration tasks. You will handle tax preparation support, client document processing, eFile deadlines, client communications, and

Qualifications

• 2 years of relevant experience required.
• 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

• Tax: prepare and mail tax organizers, organize and scan client documents, assemble final tax returns, and prepare extensions.
• Track client deadlines and reporting through online filing systems.
• Manage databases and workflow systems for accurate client data.
• Coordinate eFile deadlines and engage paraprofs during peak filing.
• Process client source documents and provide completed returns and instructions for workflow.
• Request and collect authorization forms (8879) before tax returns are released.
• Respond to client needs on behalf of tax team to aid time and workflow management.
• Assurance: roll forward binders in ProFx and complete audit worksheets.
• Send final adjustments and trial balances to clients.
• Update board presentations for audits and proposals.
• Coordinate internal/external meetings and monthly industry reporting.
• Outsourcing: assist with CAAS, Global Services, VR, CLA Search, engagement letters.
• Draft monthly bills and coordinate CRM tracking for business development.
• Provide general internal/external support for Outsourcing teams across locations.
• Client Documents: draft engagement letters, 1099s, invoices, and client deliverables.
• Internal Operations Team: support back-up for peak seasons.

Skills

Relevant experience

MS Windows & Office

CRM

Adobe

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 that delivers wealth advisory, digital, audit, tax, consulting, and outsourcing services. The Bethlehem, PA office seeks a Seasonal Client Service Coordinator to support the office during tax season (January–April).

The role aids service teams in Assurance, Tax, Outsourcing, and Digital through marketing and administration tasks. You will handle tax preparation support, client document processing, eFile deadlines, client communications, and