Seasonal Client Services Coordinator - Tax
About The Position
CLA is seeking a part-time Seasonal Client Service Coordinator for its Shelton, Connecticut office to support the office during tax season, from January through April. The role provides direct client support and performs specific service activities, while supporting service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, growth, marketing, and administrative support. Responsibilities may include tax-season support such as preparing and mailing tax organizers, organizing and scanning client documents, assembling tax returns, preparing extensions, tracking client deadlines and e-file filings, maintaining client data and workflow systems, and coordinating required authorization forms. The position may also support Assurance through audit binder roll-forwards, preparing and coordinating client reports and financial statements, and assisting with meetings and presentations. Outsourcing support may include managing engagement letters, assisting with client deliverables and technology setup, preparing billing drafts, and coordinating CRM tracking. The coordinator may provide backup to other internal operations team members during peak 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, 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 ProSystemFx.
Responsibilities
- Support service 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 client data and workflow systems, and manage local office tax e-file deadlines.
- Ensure e-file forms and client authorization forms (8879) are collected and processed on time; coordinate paraprofessional assistance during peak filing periods.
- Process client source documents, deliver completed returns and instructions, and respond to client needs and 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 audit adjustments and trial balances to clients and ensure client internal financial statements tie to final audit materials.
- Update board presentations for audits and proposals; prepare engagement letters, reports, and other letters; 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.
- Support Outsourcing teams with engagement letters, client deliverables and technology setup, monthly billing drafts, and CRM tracking for business development.
- Draft engagement letters, create 1099s or other reporting forms, and prepare and deliver client invoices and other deliverables.
- Provide general internal and external support to Outsourcing teams and clients across multiple office locations.
- Back up other internal operations team members during peak busy seasons and as needed.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
