Seasonal Client Service Coordinator

CLA (CliftonLarsonAllen)•Green Bay, WI

7d•Onsite

About The Position

CLA is seeking a seasonal Client Service Coordinator for its Green Bay, Wisconsin office. The role supports the office during tax season, from January through April, by providing direct client support and carrying out service activities. The coordinator supports service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, marketing, and administrative activities. Depending on the service area, responsibilities may include supporting tax workflows, processing client documents, assisting with assurance engagements, and providing support to outsourcing teams. The coordinator may also back up other internal operations team members during peak busy seasons 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.
Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS 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 managing Tax, Outsourcing, Assurance, or Digital services.
Prepare and mail tax organizers; organize and scan client documents; assemble final tax returns; and prepare extensions.
Track client deadlines and reporting through online filing systems, maintain accurate client data in database and workflow systems, and manage local office tax e-file deadlines.
Collect and process e-file forms on time and engage office paraprofessionals to assist with peak filing deadlines.
Process client source documents and provide completed returns and instructions to clients for completing workflow processes.
Ensure client authorization forms (8879) are collected before tax returns are released.
Respond to client needs and questions on behalf of tax 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 statements.
Update audit and proposal board presentations in PowerPoint.
Prepare client engagement letters, reports, and other letters as requested.
Coordinate internal and external 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 in hard-copy or electronic form and respond to assurance client needs.
Support tasks related to CAAS, Global Services, VR, or CLA Search.
Manage 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, create 1099s or other reporting forms as needed, and draft and deliver client invoices and other client deliverables.
Back up other internal operations team members during peak busy seasons and as needed.