Client Service Coordinator

CLA (CliftonLarsonAllen)•Cedar Rapids, IA

7d•Onsite

About The Position

CLA is seeking a Client Service Coordinator for its Cedar Rapids, Iowa office. The role provides direct client support and completes service activities while supporting service team leaders—generally in Assurance, Tax, or Outsourcing—with business management, growth, marketing, and administrative activities. The coordinator may support Tax, Outsourcing, Assurance, or Digital services and may take on accountabilities across other internal operations roles. The position also provides backup to other internal operations team members during 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 with 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 ProSystem Fx.

Responsibilities

Support team leaders in managing Tax, Outsourcing, Assurance, or Digital services.
For Tax, prepare and mail tax organizers; organize and scan client documents; assemble final tax returns; prepare extensions; track client deadlines and reporting through online filing systems; maintain client data in databases and workflow systems; track and manage local-office tax e-file deadlines; collect and process e-file forms; and coordinate paraprofessional support during peak filing periods.
Process tax client source documents, provide completed returns and workflow instructions, collect client authorization forms (8879) before releasing returns, and respond to client needs and questions on behalf of the tax team.
For Assurance, roll forward ProFx binders and audit worksheets for common audit areas; send final adjustments and trial balances to clients; ensure client internal financial statements tie to final audit statements; update audit and proposal board presentations; prepare engagement letters, reports, and other letters; 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 client needs on behalf of the assurance team.
For Outsourcing, support tasks related to CAAS, Global Services, VR, or CLA Search; manage engagement letters; assist with client deliverables such as technology setup; assist with drafting monthly bills for Principal review; coordinate CRM tracking for business development; and provide internal and external support to outsourcing teams and clients across multiple offices.
For Outsourcing, draft engagement letters, create 1099s or other reporting forms as needed, and draft and deliver client invoices and other deliverables.
Support and provide backup to other internal operations team members during peak busy seasons and as needed.