Seasonal Client Services Coordinator — Tax Season

CliftonLarsonAllen LLP; Shelton (CT); On-site; USD 35,000 - 49,000; Part time

Job summary

CliftonLarsonAllen LLP in Shelton, CT is seeking a Seasonal Client Service Coordinator to support tax season from January to April. This part-time role provides direct client support and helps the service team leaders in Assurance, Tax, or Outsourcing with administrative and marketing tasks.

You will handle client documents, track deadlines, manage eFile processes, and assist with billing and CRM activities across multiple offices, delivering accurate data and responsive service.

Qualifications

• 2 years of relevant experience in a professional services environment.
• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Ability to quickly master new software applications and adapt to multiple internal systems.
• Experience with CCH ProSystemFx and Microsoft Office suite is preferred.

Responsibilities

• Support Tax, Outsourcing, Assurance, or Digital service lines as needed.
• Process client documents, prepare and organize returns or extensions, and track eFile deadlines.
• Proofread and coordinate delivery of client financial statements, engagement letters, and reports.
• Assist with internal operations, bills drafting, and CRM tracking across multiple offices.

Skills

2 years of relevant experience

Professional services industry

Ability to quickly master new software

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

CCH ProSystemFx

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Job description

CliftonLarsonAllen LLP in Shelton, CT is seeking a Seasonal Client Service Coordinator to support tax season from January to April. This part-time role provides direct client support and helps the service team leaders in Assurance, Tax, or Outsourcing with administrative and marketing tasks.

You will handle client documents, track deadlines, manage eFile processes, and assist with billing and CRM activities across multiple offices, delivering accurate data and responsive service.