Seasonal Client Service Coordinator

CliftonLarsonAllen•St Louis, MO

5d•Onsite

About The Position

CLA is seeking a seasonal Client Service Coordinator for its St. Louis, Missouri office. The role supports the office during tax season, from January to April, by conducting specific service activities and providing direct client support. The coordinator supports service team leaders—generally in Assurance, Tax, or Outsourcing—in managing business functions and growth through marketing and administrative support. Responsibilities may span internal support for Tax, Outsourcing, Assurance, or Digital teams. Tax work includes preparing and mailing organizers, organizing and scanning client documents, assembling returns, preparing extensions, tracking deadlines and e-file submissions, maintaining client and workflow data, collecting authorization forms, and responding to client needs. Assurance work includes rolling forward binders and audit worksheets, sending adjustments and trial balances, coordinating financial statement and report preparation and delivery, updating presentations, preparing engagement letters, and coordinating meetings and reporting. Outsourcing work includes managing engagement letters, assisting with client deliverables and technology setup, drafting bills and invoices, coordinating CRM tracking, preparing reporting forms, and providing support to teams and clients across multiple offices. The coordinator also backs up other internal operations team members during busy periods and as needed.

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.

Nice To Haves

Professional services industry experience.
Associate or bachelor's degree.
Experience with CCH ProSystemFx.
Familiarity with CCH products, Microsoft Word, Excel, Outlook, PowerPoint, CRM, Adobe, and other internal systems.

Responsibilities

Support service team leaders in Tax, Outsourcing, Assurance, or Digital with business functions, growth, marketing, and administration.
Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
Track client deadlines, reporting, and local-office tax e-file deadlines; maintain accurate client data in database and workflow systems.
Collect and process tax e-file forms, including client authorization forms (8879), before returns are released; coordinate support for peak filing deadlines.
Process client source documents and provide completed returns and instructions to clients.
Respond to client needs and questions on behalf of Tax and Assurance teams to support time and workflow management.
Roll forward ProFx binders and audit worksheets; send final adjustments and trial balances to clients; and ensure client internal financial statements tie to final audits.
Update audit and proposal board presentations, prepare engagement letters and other requested correspondence, and coordinate meetings and monthly industry reporting.
Proofread and coordinate assembly and 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 general 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, and take on accountabilities across other internal operations roles.