Seasonal Client Service Coordinator

CliftonLarsonAllen•Maumee, OH

5d•Onsite

About The Position

CLA is seeking a Seasonal Client Service Coordinator for its Maumee, Ohio office to provide support during tax season from January through April. The role conducts specific service activities and provides direct client support, while helping service team leaders—generally in Assurance, Tax, or Outsourcing—manage business functions and growth through marketing and administrative support. Depending on the service area, the coordinator may support tax processing by preparing and mailing organizers, organizing and scanning client documents, assembling returns, preparing extensions, tracking deadlines, maintaining client data and workflow systems, managing e-file deadlines, and coordinating assistance during peak filing periods. The role also processes client source documents, provides completed returns and instructions, collects required authorization forms before returns are released, and responds to client questions on behalf of the tax team. Assurance support may include rolling forward binders and audit worksheets in ProFx, sending final adjustments and trial balances, checking that clients’ internal financial statements tie to final audit figures, updating PowerPoint presentations, preparing engagement letters and reports, coordinating meetings, supporting industry reporting, proofreading and assembling financial statements and related documents, and coordinating their delivery. Outsourcing support may include managing engagement letters, assisting with client deliverables and technology setup, drafting monthly bills for Principal review, coordinating CRM tracking for business development, and providing internal and external support to teams and clients across multiple office locations. The coordinator may draft engagement letters, create 1099s or other reporting forms, and draft and deliver invoices and other client deliverables. The position also provides backup to other internal operations team members during peak busy seasons and as needed, and may have responsibilities 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, 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 service team leaders in managing Tax, Outsourcing, Assurance, or Digital services through administrative and marketing support.
Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
Track client deadlines and tax e-file deadlines, maintain client data and workflow systems, and coordinate support during peak filing periods.
Process client source documents, provide completed returns and workflow instructions, collect required authorization forms before releasing returns, and respond to client needs and questions on behalf of the tax team.
Roll forward ProFx binders and audit worksheets; send final adjustments and trial balances; and ensure client internal financial statements tie to final audit figures.
Update audit and proposal presentations, prepare engagement letters and reports, coordinate meetings, and support 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.
Provide internal and external support to Outsourcing teams and clients across multiple office locations.
Draft engagement letters, create 1099s or other reporting forms, and draft and deliver client invoices and other client deliverables.
Back up other internal operations team members during peak busy seasons and as needed, and take on accountabilities across other internal operations roles.