Seasonal Client Service Specialist

CliftonLarsonAllen LLP; Dixon (IL); On-site; USD 29,000 - 48,000; Full time

Job summary

CliftonLarsonAllen LLP in Dixon, IL is seeking a Seasonal Client Service Coordinator to support the office during tax season from January to April. The role assists service leaders in Assurance, Tax, Outsourcing, or Digital while handling document processing and client communication.

Responsibilities include tracking deadlines, maintaining data, and coordinating internal workflows to ensure timely delivery of client services and engagement documentation.

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

• Support the Dixon, IL office through tax season from January to April.
• Assist service team leaders in Assurance, Tax, or Outsourcing with marketing and administration tasks.
• Proactively manage tax documents, deadlines, and client data in electronic systems.
• Process client source documents and prepare returns or extensions as needed.
• Coordinate internal operations and client communication during peak periods.

Skills

2 years of relevant experience

Professional services industry

Software applications aptitude

MS Windows & Office

CRM & Adobe familiarity

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

CCH ProSystemFx

Job description

CliftonLarsonAllen LLP in Dixon, IL is seeking a Seasonal Client Service Coordinator to support the office during tax season from January to April. The role assists service leaders in Assurance, Tax, Outsourcing, or Digital while handling document processing and client communication.

Responsibilities include tracking deadlines, maintaining data, and coordinating internal workflows to ensure timely delivery of client services and engagement documentation.