Seasonal Client Services Coordinator - Tax & Outsourcing

CliftonLarsonAllen LLP; Owatonna (MN); On-site; USD 29,000 - 46,000; Full time

Job summary

CLA’s CliftonLarsonAllen LLP Owatonna office is seeking a Seasonal Client Service Coordinator to support the tax season from January to April. You will assist service teams in Tax, Outsourcing, Assurance, and Digital, managing deadlines, client documents, and workflow processes.

You will coordinate client communications, prepare final documents, and help maintain data accuracy across systems, contributing to efficient service delivery during peak periods.

Qualifications

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• Ability to quickly master new software applications.
• Proficiency in Microsoft Windows and Office Products.
• Experience with CCH ProSystemFx is preferred.
• Familiarity with MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems.

Responsibilities

• Support office services in Tax, Outsourcing, Assurance, or Digital.
• Assist with client document handling, deadlines, and tax eFile processes.
• Coordinate internal/external meetings and support monthly industry reporting.
• Prepare engagement letters, reports, and client deliverables.

Skills

Professional services experience

Software adaptability

Microsoft Office proficiency

CRM familiarity

Adobe knowledge

Education

High school diploma or equivalent

Associate degree

Bachelor's degree

Tools

CCH ProSystemFx

CCH products

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Job description

CLA’s CliftonLarsonAllen LLP Owatonna office is seeking a Seasonal Client Service Coordinator to support the tax season from January to April. You will assist service teams in Tax, Outsourcing, Assurance, and Digital, managing deadlines, client documents, and workflow processes.

You will coordinate client communications, prepare final documents, and help maintain data accuracy across systems, contributing to efficient service delivery during peak periods.