Seasonal Client Services Coordinator - Tax
About The Position
CLA is seeking a seasonal Client Service Coordinator for its Dixon, Illinois office. The role supports the office during tax season, from January through April, by conducting service activities and providing direct client support. The coordinator supports service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, growth, marketing, and administrative activities. Responsibilities may include supporting tax processes, client document handling, assurance engagements, outsourcing teams, and internal operations. The coordinator helps manage client deadlines, data, workflows, documentation, deliverables, and communications, and may provide backup to other internal operations team members during peak periods. The Illinois compensation range is $21.00–$34.60 per hour. CLA describes its benefit options as including health, dental, vision, and 401(k), among others.
Requirements
- At least 2 years of relevant experience.
- High school diploma or equivalent.
- Ability to quickly master new software applications.
- Proficiency with Microsoft Windows and Office products.
- Familiarity with CCH products, Microsoft Word, Excel, Outlook, 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 team leaders in managing services such as Tax, Outsourcing, Assurance, or Digital.
- 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 client data in database and workflow systems, and manage local-office tax e-file deadlines.
- Collect and process e-file forms, engaging office paraprofessionals as needed to support peak filing deadlines.
- Process client source documents, provide completed returns and workflow instructions, collect client authorization forms (8879) before releasing tax returns, and respond to client questions on behalf of the tax team.
- 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 client internal financial statements tie to the final audit.
- Update audit and proposal board presentations in PowerPoint; prepare engagement letters, reports, and other requested letters; coordinate internal and external meetings; and support monthly industry reporting.
- Proofread and coordinate the 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.
- Support outsourcing-related tasks, manage engagement letters, assist with client deliverables such as technology setup, help draft 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 deliverables.
- Back up other internal operations team members during peak busy seasons and as needed; accountabilities may extend across other internal operations roles.
Benefits
- Comprehensive benefit options include health, dental, vision, 401(k), and more.
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
