Seasonal Tax Services Lead (Part-Time)

CliftonLarsonAllen Wealth Advisors, LLC; Owatonna (MN); Sur place; USD 29 000 - 45 000; Temps partiel

Résumé du poste

CliftonLarsonAllen Wealth Advisors, LLC in Owatonna, MN is hiring a Seasonal Client Services Coordinator for tax season (January–April). The role supports Tax, Outsourcing, Assurance, or Digital services, handling client documents, deadlines, and communications to ensure smooth tax processing.

The position requires 2 years of relevant experience, MS Office proficiency, and familiarity with CCH ProSystemFx; a HS diploma is required with an associate/bachelor’s preferred.

Qualifications

• 2 years of relevant experience required or preferred in professional services.
• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Familiarity with CCH ProSystemFx and MS Office products.
• Ability to learn new software quickly and work across multiple internal systems.

Responsabilités

• Provide internal support to Tax, Outsourcing, Assurance or Digital teams during tax season.
• Prepare and mail tax organizers, organize and scan client documents, assemble final returns and extensions.
• Track deadlines and reporting through online filing systems; manage databases and workflows.
• Coordinate eFile deadlines and engage paraprofessionals during peak filing periods.
• Process client documents and collect authorization forms (8879) prior to returns release.
• Respond to client inquiries on behalf of the tax team and support workflow management.
• For Assurance: assist with roll-forward binders, audit worksheets and engagement letters.

Connaissances

2 years of relevant experience

Professional services experience

Ability to quickly master new software

MS Windows & Office proficiency

Formation

High school diploma or equivalent

Associate or bachelor's degree preferred

Outils

CCH ProSystemFx

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

CRM

Adobe

Description du poste

CliftonLarsonAllen Wealth Advisors, LLC in Owatonna, MN is hiring a Seasonal Client Services Coordinator for tax season (January–April). The role supports Tax, Outsourcing, Assurance, or Digital services, handling client documents, deadlines, and communications to ensure smooth tax processing.

The position requires 2 years of relevant experience, MS Office proficiency, and familiarity with CCH ProSystemFx; a HS diploma is required with an associate/bachelor’s preferred.