Seasonal Client Service Coordinator – Oshkosh

CliftonLarsonAllen LLP; Oshkosh (WI); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) retirement plan

Job summary

CLA is seeking a Seasonal Client Service Coordinator in our Oshkosh, WI office to provide internal support across Tax, Outsourcing, Assurance or Digital services. You will help manage client documents, deadlines, and workflow systems to keep engagements on track.

Role requires 2 years of relevant experience, proficiency with MS Office and familiarity with CCH ProSystemFx and CRM. You’ll draft engagement letters, assist with client deliverables, and coordinate meetings and reporting while

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.

Responsibilities

• Support team leader in Tax, Outsourcing, Assurance or Digital services.
• Process client documents and tax organizers; track deadlines.
• Manage workflow systems and client data accuracy.
• Assist with engagement letters, invoices, and client deliverables.
• Coordinate internal and external meetings and reporting.

Skills

Professional services experience

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

CCH ProSystemFx

CCH products

Job description

CLA is seeking a Seasonal Client Service Coordinator in our Oshkosh, WI office to provide internal support across Tax, Outsourcing, Assurance or Digital services. You will help manage client documents, deadlines, and workflow systems to keep engagements on track.

Role requires 2 years of relevant experience, proficiency with MS Office and familiarity with CCH ProSystemFx and CRM. You’ll draft engagement letters, assist with client deliverables, and coordinate meetings and reporting while