Seasonal Client Service Coordinator - Tax & Admin Support

CLA (CliftonLarsonAllen); Green Bay (WI); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Health, dental, vision benefits

401k plan

Wellness program

Job summary

CLA (CliftonLarsonAllen) in Green Bay, WI seeks a Seasonal Client Service Coordinator to support the office from January to April. You will assist service leaders in Tax, Outsourcing, Assurance, and Digital, coordinating client documents and workflow to meet deadlines.

The role requires a high school diploma (associate or bachelor’s preferred) and ability to quickly learn new software. Proficiency in MS Office and familiarity with CCH products are desirable.

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

• Provide internal support to service leaders across Tax, Outsourcing, Assurance or Digital.
• Process client documents and assist with workflow management.
• Draft and deliver client communications and engagement letters as needed.
• Support back-office operations and billing processes during peak tax season.

Skills

MS Office proficiency

Communication

Adaptability

Education

High school diploma

Associate or bachelor’s degree preferred

Tools

CCH ProSystemFx

CRM software

Job description

CLA (CliftonLarsonAllen) in Green Bay, WI seeks a Seasonal Client Service Coordinator to support the office from January to April. You will assist service leaders in Tax, Outsourcing, Assurance, and Digital, coordinating client documents and workflow to meet deadlines.

The role requires a high school diploma (associate or bachelor’s preferred) and ability to quickly learn new software. Proficiency in MS Office and familiarity with CCH products are desirable.