Seasonal Client Service Coordinator: Tax & Admin

CLA (CliftonLarsonAllen); St. Louis (MO); On-site; USD 23,000 - 33,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401k

Job summary

CLA is seeking a Seasonal Client Service Coordinator for its St. Louis, MO office to assist during tax season (January–April). The role supports service leaders in Tax, Outsourcing, Assurance or Digital and helps manage client documents, deadlines, and workflow.

You will proactively coordinate letters, bills, and client deliverables while maintaining smooth daily operations. Ideal candidates have 2+ years in a professional services setting, strong MS Office skills, and the ability to quickly

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

• Internal Support: Proactively support team leader in managing services: Tax, Outsourcing, Assurance or Digital.
• Tax: Prepare and mail organizers, organize client documents, and track eFile deadlines.
• Client Documents: Process source documents and provide completed returns and instructions.
• Assurance: Roll forward binders, audit worksheets, and prepare engagement letters.
• Client Documents: Proofread and assemble final assurance documents and reports.
• Outsourcing: Manage engagement letters, assist with client deliverables and monthly bills.
• Internal Operations: Back up other operations team members during peak seasons.

Skills

Experience

Software adaptability

MS Windows & Office

CRM familiarity

Attention to detail

Education

High school diploma

Associate or bachelor's degree

Tools

CCH ProSystemFx

CRM

MS Word

MS Excel

MS Outlook

MS PowerPoint

Adobe

Job description

CLA is seeking a Seasonal Client Service Coordinator for its St. Louis, MO office to assist during tax season (January–April). The role supports service leaders in Tax, Outsourcing, Assurance or Digital and helps manage client documents, deadlines, and workflow.

You will proactively coordinate letters, bills, and client deliverables while maintaining smooth daily operations. Ideal candidates have 2+ years in a professional services setting, strong MS Office skills, and the ability to quickly