Client Service Coordinator

CLA (CliftonLarsonAllen) • Des Moines, IA

12d • Onsite

About The Position

CLA is a national professional services firm offering wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA is seeking a Client Service Coordinator for its Des Moines, Iowa office. The position provides support to clients through specific service activities and direct client assistance, while supporting service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, growth, marketing, and administration.

The coordinator may support Tax, Outsourcing, Assurance, or Digital teams. Tax-related work includes preparing and mailing organizers, organizing and scanning documents, assembling returns, preparing extensions, tracking deadlines and e-filing, maintaining client data and workflows, and coordinating e-file forms and peak-season assistance. The role also processes client documents, coordinates authorization forms, delivers completed returns and instructions, and responds to client needs on behalf of the tax team.

Assurance work includes rolling forward binders and audit worksheets, sending adjustments and trial balances, checking that client financial statements tie to the final audit, updating presentations, preparing engagement letters and reports, coordinating meetings, and supporting industry reporting. The coordinator proofreads and assembles financial statements and related documents, arranges delivery, and responds to client needs on behalf of the assurance team.

Outsourcing work may support CAAS, Global Services, VR, or CLA Search. Duties 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 across multiple office locations. The role may also draft engagement letters, create 1099s or other reporting forms, and prepare and deliver invoices and other client deliverables. The coordinator backs up other internal operations team members during peak seasons and as needed, and may have accountabilities across other internal operations roles.

Requirements

• Two years of relevant experience.
• High school diploma or equivalent.
• Ability to quickly master new software applications.
• Proficiency in Microsoft Windows and Microsoft Office products.
• Familiarity with CCH products, Microsoft Word, Excel, Outlook, PowerPoint, CRM, Adobe, and other internal systems.

Nice To Haves

• Experience in the professional services industry.
• Associate or bachelor's degree.
• Experience with CCH ProSystemFx.

Responsibilities

• Support team leaders in Tax, Outsourcing, Assurance, or Digital with service activities and business functions.
• Prepare and mail tax organizers, organize and scan client documents, assemble tax returns, and prepare extensions.
• Track client deadlines, reporting, e-file deadlines, and filing workflows; maintain accurate client data in database and workflow systems.
• Collect and process tax e-file forms, including client authorization forms, and coordinate paraprofessional support during peak filing periods.
• Process client source documents and deliver completed returns and instructions to clients.
• Respond to client needs and questions on behalf of Tax and Assurance teams to support time and workflow management.
• Roll forward ProFx binders and complete roll-forward audit worksheets for common audit areas.
• Send final adjustments and trial balances to clients and ensure client internal financial statements tie to the final audit.
• Update audit and proposal board presentations in PowerPoint; prepare engagement letters, reports, and other correspondence.
• Coordinate internal and external meetings and support monthly industry reporting.
• Proofread and coordinate assembly and delivery of client financial statements, management letters, engagement letters, and reports.
• 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.
• Draft engagement letters, create 1099s or other reporting forms, and draft and deliver client invoices and other deliverables.
• Provide internal and external support to Outsourcing teams and their clients across multiple office locations.
• Back up other internal operations team members during peak busy seasons and as needed.

Benefits

• Health benefits
• Dental benefits
• Vision benefits
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED