Seasonal Client Services Coordinator (Tax & Assurance)

CLA (CliftonLarsonAllen); Moses Lake (WA); Presencial; USD 31.000 - 49.000; Jornada completa

Descripción de la vacante

CLA is seeking a Seasonal Client Service Coordinator for our Moses Lake, WA office. The role supports the service team during tax season (January–April) by handling tax-related tasks, client document processing, and workflow management.

You will assist team leaders across Assurance, Tax, Outsourcing, and Digital with marketing and administrative duties. Responsibilities include coordinating tax organizers, schedules, and client data, managing eFile deadlines, and drafting client communications

Formación

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

Responsabilidades

• Support office leaders in Tax, Outsourcing, Assurance, or Digital services.
• Assist with tax process tasks including preparing organizers and client documents.
• Track deadlines and manage tax eFile deadlines for the local office.
• Coordinate client delivery of final documents and engagement letters.
• Provide back-up to internal operations during peak seasons.
• Assist with drafting monthly client invoices and CRM tracking.

Conocimientos

Experience

MS Office proficiency

CRM familiarity

CCH ProSystemFx experience

Educación

High school diploma or equivalent

Associate degree preferred

Bachelor's degree preferred

Herramientas

CCH ProSystemFx

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Descripción del empleo

CLA is seeking a Seasonal Client Service Coordinator for our Moses Lake, WA office. The role supports the service team during tax season (January–April) by handling tax-related tasks, client document processing, and workflow management.

You will assist team leaders across Assurance, Tax, Outsourcing, and Digital with marketing and administrative duties. Responsibilities include coordinating tax organizers, schedules, and client data, managing eFile deadlines, and drafting client communications