Seasonal Client Service Coordinator | Tax & Ops Support

CliftonLarsonAllen Wealth Advisors, LLC; Oshkosh (WI); On-site; USD 22,000 - 30,000; Part time

Job summary

CLA Wealth Advisors in Oshkosh, WI seeks a Seasonal Client Service Coordinator to support our tax-season client service team from January to April. The role assists with client communications, document handling, and office operations to help ensure timely tax processing.

Requirements include 2 years in professional services, a high school diploma or equivalent, associate or bachelor’s degree preferred, and proficiency with MS Office; experience with CCH ProSystemFx is preferred.

Qualifications

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• High school diploma or equivalent required; associate or bachelor's degree preferred.

Skills

Professional services

MS Office proficiency

CRM familiarity

CCH ProSystemFx

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

CCH ProSystemFx

Job description

CLA Wealth Advisors in Oshkosh, WI seeks a Seasonal Client Service Coordinator to support our tax-season client service team from January to April. The role assists with client communications, document handling, and office operations to help ensure timely tax processing.

Requirements include 2 years in professional services, a high school diploma or equivalent, associate or bachelor’s degree preferred, and proficiency with MS Office; experience with CCH ProSystemFx is preferred.