Seasonal Client Services Coordinator - Tax & Outsourcing

CLA (CliftonLarsonAllen); Oshkosh (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

CLA is seeking a Seasonal Client Service Coordinator in Oshkosh, WI to support the office during tax season from January through April. You will assist service team leaders in Assurance, Tax, Outsourcing, and Digital, handling client documents, scheduling, and workflow management.

Strong Microsoft Office and CRM familiarity is preferred, with 2 years of experience and a high school diploma. This role emphasizes accuracy, client responsiveness, and coordinating internal operations during peak

Qualifications

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• High school diploma or equivalent required.
• Associate or bachelor's degree preferred.

Responsibilities

• Support the office through tax season and provide direct client support.
• Assist service team leaders with marketing and administration tasks.
• Coordinate internal meetings and manage client documents and workflow.
• Respond to client needs and ensure deadlines are met during peak season.

Skills

MS Office

CRM systems

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

CCH ProSystemFx

Job description

CLA is seeking a Seasonal Client Service Coordinator in Oshkosh, WI to support the office during tax season from January through April. You will assist service team leaders in Assurance, Tax, Outsourcing, and Digital, handling client documents, scheduling, and workflow management.

Strong Microsoft Office and CRM familiarity is preferred, with 2 years of experience and a high school diploma. This role emphasizes accuracy, client responsiveness, and coordinating internal operations during peak