Seasonal Client Service Coordinator

CliftonLarsonAllen•Bethlehem, PA

5d•Onsite

About The Position

CLA is seeking a Seasonal Client Service Coordinator for its Bethlehem, Pennsylvania office. This role supports the office during tax season, from January through April, by conducting specific 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 administration. Responsibilities may cover Tax, Assurance, Outsourcing, and internal operations. Tax support includes preparing and mailing organizers, organizing and scanning documents, assembling returns, preparing extensions, tracking deadlines and e-file submissions, and maintaining client data and workflow systems. The coordinator also processes client documents, collects authorization forms, delivers returns and instructions, and responds to client questions on behalf of the tax team. Assurance support includes rolling forward binders and audit worksheets, sending final adjustments and trial balances, checking that client financial statements agree with final audit results, updating presentations, preparing engagement letters and reports, coordinating meetings and industry reporting, proofreading and assembling client documents, and coordinating delivery of final materials. Outsourcing support may include managing engagement letters and deliverables, assisting with technology setup, drafting bills for Principal review, tracking business development in the CRM, and preparing engagement letters, 1099s, invoices, and other client deliverables. The coordinator also backs up other internal operations team members during peak seasons and as needed. CLA describes itself as a national professional services firm with more than 8,500 people and 130 U.S. locations. It emphasizes a culture that welcomes different beliefs and perspectives and offers benefit options that include health, dental, vision, and 401(k).

Requirements

Two years of relevant experience.
High school diploma or equivalent.
Ability to quickly master new software applications.
Proficiency in Microsoft Windows and Office products.

Nice To Haves

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

Responsibilities

Support 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, reporting, and e-file deadlines, and help ensure timely filings.
Maintain accurate client data in database and workflow systems.
Process client source documents, provide completed returns and workflow instructions, and collect client authorization forms before releasing returns.
Respond to client needs and questions on behalf of the tax team.
Roll forward ProFx binders and complete audit worksheet roll-forwards for common audit areas.
Send final adjustments and trial balances to clients and ensure client internal financial statements tie to final audit results.
Update PowerPoint board presentations for audits and proposals; prepare engagement letters, reports, and other letters as requested.
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.
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 their clients across multiple office locations.
Draft engagement letters, create 1099s or other reporting forms, and draft and deliver client invoices and other deliverables.
Provide backup to other internal operations team members during peak busy seasons and as needed.