Seasonal Client Services Coordinator (Tax & Assurance)

CLA (CliftonLarsonAllen); Maumee (OH); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA is seeking a Seasonal Client Service Coordinator in Maumee, OH to support the office during tax season from January to April. You will assist service team leaders in Tax, Outsourcing, Assurance or Digital, handle client documents, organize workflows, and help prepare final delivers.

We value a 2-year track record in a professional services setting, strong MS Office skills, and the ability to learn new software quickly.

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 is preferred.
• Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems.

Responsibilities

• Provide internal support to service leaders in Tax, Outsourcing, Assurance or Digital.
• Assist with tax processes: prepare organizers, organize and scan client documents, assemble returns, track deadlines.
• Process client documents and communicate instructions for workflow.
• Assist with roll-forwards, engagement letters, and client reports in Assurance.
• Draft engagement letters, create 1099s, and prepare client invoices for Outsourcing.
• Support internal operations during peak seasons and across teams.

Skills

Customer service

Microsoft Office

Time management

Attention to detail

Professional services

Education

High school diploma

Associate or bachelor's degree preferred

Tools

CCH ProSystemFx

CRM

Microsoft Office

Job description

CLA is seeking a Seasonal Client Service Coordinator in Maumee, OH to support the office during tax season from January to April. You will assist service team leaders in Tax, Outsourcing, Assurance or Digital, handle client documents, organize workflows, and help prepare final delivers.

We value a 2-year track record in a professional services setting, strong MS Office skills, and the ability to learn new software quickly.