Seasonal Client Service Coordinator: Tax & Ops Support

CliftonLarsonAllen LLP; Green Bay (WI); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401k plan

Wellness program

Job summary

CliftonLarsonAllen LLP in Green Bay, WI seeks a Seasonal Client Service Coordinator to support Tax, Outsourcing, Assurance or Digital services from January through April. You will assist team leads, manage client documents, track deadlines, and help prepare tax organizers and reports.

Strong organizational skills and MS Office proficiency are essential. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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 MS Windows and Office products.
• Experience with CCH ProSystemFx preferred.
• Familiarity with CCH products, MS Office, CRM, Adobe and related systems.

Responsibilities

• Support the office through tax season from January to April.
• Assist service team leaders in Tax, Outsourcing, Assurance or Digital.
• Prepare and mail tax organizers, organize client documents and returns.
• Track deadlines and eFile deadlines; manage workflows and data.
• Prepare engagement letters, reports and client deliverables.
• Coordinate internal operations and client communications during peak season.

Skills

Experience in professional services

MS Office proficiency

CRM familiarity

Attention to detail

Ability to learn new software

Education

High school diploma or equivalent

Associate degree preferred

Bachelor's degree preferred

Tools

CCH ProSystemFx

CRM

MS Word

MS Excel

MS Outlook

MS PowerPoint

Adobe

Job description

CliftonLarsonAllen LLP in Green Bay, WI seeks a Seasonal Client Service Coordinator to support Tax, Outsourcing, Assurance or Digital services from January through April. You will assist team leads, manage client documents, track deadlines, and help prepare tax organizers and reports.

Strong organizational skills and MS Office proficiency are essential. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.