Seasonal Client Service Coordinator

CliftonLarsonAllen•Oshkosh, WI

5d•Onsite

About The Position

CLA is seeking a Seasonal Client Service Coordinator for its Oshkosh, Wisconsin office to support the office during tax season from January through April. The role provides direct client support and carries out service activities while supporting service team leaders—generally in Assurance, Tax, or Outsourcing—with business management, marketing, and administrative work. Responsibilities may span Tax, Assurance, Outsourcing, and internal operations. Tax work includes preparing and mailing organizers, organizing and scanning client documents, assembling returns, preparing extensions, tracking deadlines and e-file submissions, maintaining client data and workflow systems, and coordinating peak-season support. The coordinator processes source documents, collects authorization forms before returns are released, delivers returns and instructions, and responds to client questions on behalf of the tax team. Assurance work includes rolling forward ProFx binders and audit worksheets, sending final adjustments and trial balances, checking that client internal financial statements agree with final audit results, updating presentations, preparing engagement letters and reports, coordinating meetings, supporting industry reporting, proofreading and assembling financial statements and other documents, and coordinating their delivery. The coordinator also responds to client needs on behalf of the assurance team. Outsourcing work 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 supporting teams and clients across multiple offices. Other client-document work includes drafting engagement letters and invoices, creating 1099s or other reporting forms, and preparing and delivering client deliverables. The coordinator also backs up other internal operations team members during busy 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.

Nice To Haves

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

Responsibilities

Support service team leaders in Tax, Outsourcing, Assurance, or Digital with business, marketing, and administrative activities.
Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
Track client deadlines, tax e-file deadlines, and reporting through online filing systems.
Maintain accurate client information in database and workflow systems.
Process client source documents, provide completed returns and workflow instructions, and collect authorization forms (8879) before releasing tax returns.
Respond to client needs and questions on behalf of the tax team to support time and workflow management.
Roll forward ProFx binders 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 results.
Update PowerPoint board presentations for audits and proposals; prepare engagement letters, reports, and other requested letters.
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.
Respond to client needs on behalf of the assurance team to support time and workflow management.
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 and client invoices, create 1099s or other reporting forms as needed, and prepare and deliver client deliverables.
Back up other internal operations team members during peak busy seasons and as needed; may take on accountabilities across other internal operations roles.