Seasonal Client Service Coordinator

CLA (CliftonLarsonAllen)•Bethlehem, PA

7d•Onsite

About The Position

CLA is seeking a Client Service Coordinator for its Bethlehem, Pennsylvania office to provide support during tax season, from January through April. The role conducts specific service activities and provides direct client support, while assisting service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, growth, marketing, and administration. The coordinator may support Tax, Assurance, Outsourcing, or Digital services. Tax work includes preparing and mailing organizers, organizing and scanning client documents, assembling returns, preparing extensions, tracking deadlines and e-file submissions, maintaining client data in database and workflow systems, and coordinating forms and paraprofessional support during peak filing periods. The role also processes source documents, delivers completed returns and instructions, collects client authorization forms before returns are released, and responds to client needs on behalf of the tax team. Assurance work includes rolling forward binders and audit worksheets in ProFx, sending final adjustments and trial balances, reconciling client internal financial statements to final audit results, updating PowerPoint presentations, preparing engagement letters and reports, coordinating meetings, supporting industry reporting, proofreading and assembling financial statements and related documents, and arranging delivery of final documents. The coordinator responds to client needs on behalf of the assurance team. Outsourcing work may support CAAS, Global Services, VR, or CLA Search. Duties include managing engagement letters, assisting with client deliverables and technology setup, preparing bills for Principal review, coordinating CRM tracking for business development, and providing internal and external support to teams and clients across multiple offices. The role may draft engagement letters and invoices, create 1099s or other reporting forms, and prepare and deliver other client materials. The coordinator also backs up other internal operations team members during peak seasons and as needed, and may take on accountabilities across other internal operations roles.

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

Proactively support team leaders in Tax, Outsourcing, Assurance, or Digital service areas.
Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
Track client deadlines and e-file submissions, maintain accurate client data in database and workflow systems, and coordinate timely collection and processing of e-file forms.
Process client source documents, provide completed returns and workflow instructions, collect required client authorization forms before releasing returns, and respond to client needs on behalf of the tax team.
Roll forward Assurance binders and audit worksheets in ProFx; send final adjustments and trial balances; and ensure client internal financial statements tie to final audit results.
Update audit and proposal board presentations, prepare engagement letters, reports, and other correspondence, coordinate meetings, and support monthly industry reporting.
Proofread and coordinate assembly of client financial statements, management letters, engagement letters, and reports; coordinate delivery of final Assurance documents; and respond to client needs on behalf of the Assurance team.
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.
Provide internal and external support to Outsourcing teams and their clients across multiple office locations.
Draft engagement letters and client invoices, create 1099s or other reporting forms as needed, and prepare and deliver client deliverables.
Provide backup to other internal operations team members during peak seasons and as needed; take on accountabilities across other internal operations roles when required.