Client Service Coordinator

CLA (CliftonLarsonAllen)•Austin, TX

2d•Onsite

About The Position

CLA is a top 10 national professional services firm focused on providing wealth advisory, digital, audit, tax, consulting, and outsourcing services. The firm is seeking a Client Service Coordinator in its Austin, TX office. This role is crucial for supporting clients by performing specific service activities and offering direct client support. The coordinator will also assist service team leaders (in Assurance, Tax, or Outsourcing) with business management and growth through marketing and administrative tasks. CLA is committed to fostering a culture that values diverse perspectives to better serve clients, communities, and employees.

Requirements

2 years of relevant experience required
High school diploma or equivalent required
Ability to quickly master new software applications
Proficiency in Microsoft (MS) Windows and Office Products

Nice To Haves

Professional services industry experience preferred
Associate or bachelor's degree preferred
Experience with CCH ProSystemFx is preferred
Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems

Responsibilities

Proactively support team leaders in managing Tax, Outsourcing, Assurance, or Digital services.
Assist with tax process responsibilities, including preparing and mailing tax organizers, organizing and scanning client documents, assembling tax returns, and preparing extensions.
Track client deadlines and manage reporting through online filing systems to prevent missed deadlines.
Manage database and workflow systems to ensure accurate client data maintenance.
Track and manage all tax eFile deadlines for the local office, ensuring timely collection and processing of e-file forms.
Engage office paraprofessionals to assist with peak filing deadlines.
Process client source documents, provide completed returns and instructions to clients.
Ensure collection of authorization forms (8879) before tax returns are released.
Respond to client needs and questions on behalf of the tax team to aid in time and workflow management.
Roll forward binders in ProFx and complete roll-forward audit worksheets for common audit areas.
Send final adjustments and trial balances to the client.
Ensure clients’ internal financial statements align with final audit reports.
Update board presentations in PowerPoint for audits and proposals.
Prepare client engagement letters, reports, and other requested letters.
Coordinate internal/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 (hard copy or electronic).
Respond to client needs on behalf of the assurance team to aid in time and workflow management.
Manage engagement letters and assist with client deliverables, such as technology setup for CAAS, Global Services, VR, or CLA Search.
Assist with drafting monthly bills for Principal review and coordinate CRM tracking for business development.
Provide general internal and external support for Outsourcing teams and their clients across multiple office locations.
Draft engagement letters, create 1099s or other reporting forms as needed.
Draft and deliver client invoices and other client deliverables.
Support and provide backup to other internal operations team members during peak busy seasons and as needed.
May have accountabilities across other internal operations roles.