Seasonal Client Service Coordinator
About The Position
CLA is seeking a Seasonal Client Service Coordinator for its Maumee, Ohio office to support the office during tax season, from January through April. The role provides direct client support and performs specific service activities while supporting service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, marketing, and administrative activities. Depending on team needs, the coordinator may support Tax, Outsourcing, Assurance, or Digital services. Tax work may include preparing and mailing organizers, organizing and scanning client documents, assembling returns, preparing extensions, tracking deadlines and e-file submissions, maintaining client data and workflow systems, and coordinating authorization forms and other client communications. Assurance support may include rolling forward audit binders and worksheets, preparing and coordinating reports and engagement letters, handling final adjustments and trial balances, updating presentations, and coordinating meetings and document delivery. Outsourcing support may include managing engagement letters, assisting with client deliverables and technology setup, drafting bills and invoices, creating reporting forms, and coordinating CRM tracking. The coordinator may also provide backup for other internal operations team members during busy periods.
Requirements
- At least 2 years of relevant experience.
- High school diploma or equivalent.
- Ability to quickly master new software applications.
- Proficiency in Microsoft Windows and Office products.
- Familiarity with CCH products, Microsoft Word, Excel, Outlook, and PowerPoint, CRM, Adobe, and other internal systems.
Nice To Haves
- Professional services industry experience.
- Associate or bachelor's degree.
- Experience with CCH ProSystemFx.
Responsibilities
- Support service team leaders in managing Tax, Outsourcing, Assurance, or Digital services.
- Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
- Track client deadlines and reporting through online filing systems, manage local-office e-file deadlines, and coordinate timely collection and processing of e-file forms.
- Maintain accurate client data and workflow systems and engage office paraprofessionals to help meet peak filing deadlines.
- Process client source documents, provide completed returns and instructions, and collect client authorization forms before releasing tax returns.
- Respond to client needs and questions on behalf of service teams to support time and workflow management.
- Roll forward audit binders in ProFx and complete roll-forward audit worksheets for common audit areas.
- Send final adjustments and trial balances to clients and ensure clients’ internal financial statements tie to final audit results.
- Update audit and proposal board presentations, prepare engagement letters and reports, and coordinate internal and external meetings and monthly industry reporting.
- Proofread, assemble, and coordinate delivery of client financial statements, management letters, engagement letters, reports, and other assurance documents.
- Manage outsourcing engagement letters and assist with client deliverables, including technology setup.
- Assist with drafting monthly bills for Principal review and coordinate CRM tracking for business development.
- Draft engagement letters, create 1099s or other reporting forms, and draft and deliver client invoices and other deliverables.
- Provide internal and external support to Outsourcing teams and their clients across multiple office locations.
- Back up other internal operations team members during peak busy seasons and as needed.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
