Seasonal Client Services Specialist

CLA (CliftonLarsonAllen); Carmel-by-the-Sea (CA); On-site; USD 34,000 - 53,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k plan

Wellness programs

Job summary

CLA (CliftonLarsonAllen) in Carmel, CA is seeking a Seasonal Client Service Coordinator to support the office during tax season from January to April. You will assist the service teams in Assurance, Tax, Outsourcing, and Digital, handling client documents and workflow tasks to ensure timely delivery.

Ideal candidates bring 2+ years of relevant experience, strong MS Office and CRM skills, and familiarity with CCH products.

Qualifications

• 2 years of relevant experience required.
• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Proficiency in Microsoft Office; ability to quickly master new software.
• Experience with CCH ProSystemFx preferred; familiarity with CCH products.
• Experience with CRM, Adobe, and MS Word/Excel/PowerPoint.

Responsibilities

• Provide tax season support by preparing organizers and organizing client documents.
• Manage client deadlines and eFile processes for the local office.
• Assist with engagement letters, client invoices, and internal reporting.
• Support service team leaders in Assurance, Tax, Outsourcing, or Digital through admin tasks.

Skills

2 years of relevant experience

Microsoft Windows & Office proficiency

CRM familiarity

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

CCH ProSystemFx

CCH products

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Job description

CLA (CliftonLarsonAllen) in Carmel, CA is seeking a Seasonal Client Service Coordinator to support the office during tax season from January to April. You will assist the service teams in Assurance, Tax, Outsourcing, and Digital, handling client documents and workflow tasks to ensure timely delivery.

Ideal candidates bring 2+ years of relevant experience, strong MS Office and CRM skills, and familiarity with CCH products.