Tax Season Client Services Specialist

CliftonLarsonAllen LLP; Wenatchee (WA); On-site; USD 31,000 - 49,000; Full time

Job summary

CLA is seeking a Seasonal Client Service Coordinator for our Wenatchee, WA office to support the office during tax season (January–April). The role provides direct client support and assists service team leaders in Assurance, Tax, Outsourcing, and Digital with administrative and marketing tasks.

You will manage deadlines, document handling, and workflow processes to ensure smooth operations. Qualified candidates have at least 2 years of relevant experience, proficiency in MS Office and CRMs, and

Qualifications

• 2 years of relevant experience is required.
• Professional services industry experience preferred.
• High school diploma or equivalent required; associate or bachelor's degree preferred.
• Ability to quickly master new software applications; proficient in Microsoft Office suite.
• Experience with CCH ProSystemFx is preferred.
• Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems.

Responsibilities

• Provide proactive support to service leaders in Tax, Outsourcing, Assurance or Digital.
• Process client documents, track tax deadlines, and assist with workflow management.
• Coordinate client engagement letters, invoices, and reports for staff.
• Support internal operations and CRM tracking across multiple offices.

Skills

2 years of relevant experience

MS Windows & MS Office proficiency

Experience with CCH ProSystemFx

CRM & Adobe familiarity

Ability to quickly master new software

Professional services industry exp.

MS Word

MS Excel

MS Outlook

MS PowerPoint

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

CLA is seeking a Seasonal Client Service Coordinator for our Wenatchee, WA office to support the office during tax season (January–April). The role provides direct client support and assists service team leaders in Assurance, Tax, Outsourcing, and Digital with administrative and marketing tasks.

You will manage deadlines, document handling, and workflow processes to ensure smooth operations. Qualified candidates have at least 2 years of relevant experience, proficiency in MS Office and CRMs, and