Seasonal Client Service Specialist (Tax & Ops)

CLA (CliftonLarsonAllen); Maumee (OH); Vor Ort; USD 19.000 - 28.000; Vollzeit

Zusammenfassung

CLA is seeking a Client Service Coordinator in Maumee, OH to support the office during tax season from January to April. You will assist the tax, outsourcing, assurance, and digital teams with client-related administrative tasks.

Responsibilities include processing client documents, managing deadlines, coordinating with team leaders, and maintaining workflow systems. This role emphasizes accuracy and proactive communication in a professional services environment.

Qualifikationen

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• High school diploma or equivalent required; associate/bachelor's preferred.
• Ability to quickly master new software applications.
• Proficiency in Microsoft Windows and Office Products.
• Experience with CCH ProSystemFx and CRM systems is a plus.

Aufgaben

• Support the office during tax season from January to April.
• Provide administrative support to service team leaders in Assurance, Tax or Outsourcing.
• Process client documents, manage deadlines and respond to client needs.
• Coordinate internal operations and assist with workflow management.
• Draft engagement letters and prepare client deliverables as needed.

Kenntnisse

MS Windows & Office

Software adaptability

Ausbildung

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

CCH ProSystemFx

CRM systems

MS Word

MS Excel

MS Outlook

MS PowerPoint

Adobe

Jobbeschreibung

CLA is seeking a Client Service Coordinator in Maumee, OH to support the office during tax season from January to April. You will assist the tax, outsourcing, assurance, and digital teams with client-related administrative tasks.

Responsibilities include processing client documents, managing deadlines, coordinating with team leaders, and maintaining workflow systems. This role emphasizes accuracy and proactive communication in a professional services environment.