Seasonal Client Service Coordinator - Tax & Assurance

CLA (CliftonLarsonAllen); Oshkosh (WI); In loco; USD 38.000 - 52.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

401k

Descrizione del lavoro

CLA in Oshkosh, WI is seeking a Seasonal Client Service Coordinator to support tax season from January through April. The role provides direct client support and assists service teams in Assurance, Tax, Outsourcing and Digital functions.

Key duties include processing client documents, organizing tax organizers, tracking deadlines, and aiding with billing and CRM tasks. Requires 2 years of experience and strong MS Office skills.

Competenze

• 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.

Mansioni

• Provide client support and service activities for Tax, Outsourcing, Assurance or Digital.
• Support service team leaders in marketing and administration activities.
• Process client source documents; prepare and deliver tax returns and extensions.
• Track deadlines and manage data in eFile and filing systems.
• Assist with roll-forwards, engagement letters, and client invoices.
• Coordinate internal meetings and support monthly industry reporting.

Conoscenze

2 years experience

Professional services experience

Microsoft Windows

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

CCH ProSystemFx

Formazione

High School Diploma

Associate Degree

Bachelor’s Degree

Strumenti

CCH ProSystemFx

Descrizione del lavoro

CLA in Oshkosh, WI is seeking a Seasonal Client Service Coordinator to support tax season from January through April. The role provides direct client support and assists service teams in Assurance, Tax, Outsourcing and Digital functions.

Key duties include processing client documents, organizing tax organizers, tracking deadlines, and aiding with billing and CRM tasks. Requires 2 years of experience and strong MS Office skills.