Seasonal Client Service Coordinator – Tax Season

CliftonLarsonAllen Wealth Advisors, LLC; Bethlehem (Northampton County); On-site; USD 23,000 - 30,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Seasonal Client Service Coordinator for our Bethlehem, PA office. You will support the service team leaders in Tax, Outsourcing, Assurance or Digital and help manage client documents, deadlines, and billing during peak tax season.

The role requires strong MS Office skills, familiarity with CCH ProSystemFx, and the ability to learn new software quickly. A high school diploma is required, with an associate or bachelor's degree preferred; prior

Qualifications

• 2 years of relevant experience required.
• High school diploma or equivalent required.
• Associate or bachelor's degree preferred.
• Proficiency in Microsoft Office and ability to quickly master new software.

Responsibilities

• Support team leaders in Tax, Outsourcing, Assurance or Digital.
• Prepare tax organizers, organize client documents, and file deadlines.
• Update board presentations in PowerPoint and draft engagement letters.
• Draft client invoices and coordinate CRM for business development.

Skills

2 years experience

MS Office

Quick learner

CRM familiarity

Education

High school diploma

Associate degree

Bachelor's degree

Tools

CCH ProSystemFx

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Seasonal Client Service Coordinator for our Bethlehem, PA office. You will support the service team leaders in Tax, Outsourcing, Assurance or Digital and help manage client documents, deadlines, and billing during peak tax season.

The role requires strong MS Office skills, familiarity with CCH ProSystemFx, and the ability to learn new software quickly. A high school diploma is required, with an associate or bachelor's degree preferred; prior