Seasonal Tax & Client Services Coordinator

CliftonLarsonAllen Wealth Advisors, LLC; Dixon (IL); On-site; USD 29,000 - 48,000; Part time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Seasonal Client Services Coordinator for the Dixon, IL office to support the tax season from January to April. The role involves assisting the tax team with organizers, document handling, and deadline tracking while coordinating client communications.

The position requires 2 years of relevant experience, proficiency with MS Office, and familiarity with CCH ProSystemFx; prior professional services exposure is preferred.

Qualifications

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• Proficiency with MS Windows and MS Office products; familiarity with CCH ProSystemFx is preferred.

Responsibilities

• Provide tax-season support to the client service team (January–April).
• Assist with tax organizers, document scanning, tax return preparation and extensions deadlines.
• Track deadlines and eFile status; manage client data and workflow systems.
• Prepare billing-related documents and support CRM tracking for business development.
• Coordinate with Assurance, Tax and Outsourcing teams for service delivery.

Tools

CCH ProSystemFx

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Software adaptability

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Seasonal Client Services Coordinator for the Dixon, IL office to support the tax season from January to April. The role involves assisting the tax team with organizers, document handling, and deadline tracking while coordinating client communications.

The position requires 2 years of relevant experience, proficiency with MS Office, and familiarity with CCH ProSystemFx; prior professional services exposure is preferred.