Client Service Coordinator

CliftonLarsonAllen•Des Moines, IA

11d•Onsite

About The Position

CLA is seeking a Client Service Coordinator for its Des Moines, Iowa office. The role provides direct client support and performs service activities while supporting service team leaders—generally in Assurance, Tax, or Outsourcing—in business management, growth, marketing, and administration. Depending on the assigned service area, the coordinator may support tax processes by preparing and mailing organizers, organizing and scanning documents, assembling returns, preparing extensions, tracking deadlines, managing client data and workflows, and coordinating e-file forms and filing deadlines. The role also processes client documents, helps deliver completed returns and instructions, obtains required client authorizations before returns are released, and responds to client questions on behalf of the tax team. In Assurance, the coordinator may roll forward binders and audit worksheets in ProFx, send final adjustments and trial balances, verify that client financial statements agree with final audit results, update PowerPoint presentations, prepare engagement letters and reports, coordinate meetings, and support industry reporting. The role also proofreads and assembles financial statements and related documents and coordinates their delivery. In Outsourcing, the coordinator may support CAAS, Global Services, VR, or CLA Search; manage engagement letters; assist with client deliverables and technology setup; help draft monthly bills for Principal review; coordinate CRM tracking for business development; and provide support to teams and clients across multiple offices. Other tasks may include drafting engagement letters, creating 1099s or other reporting forms, and preparing and delivering invoices and client deliverables. The coordinator also backs up other internal operations team members during busy seasons and as needed, and may have accountabilities across other internal operations roles.

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, and PowerPoint, CRM, Adobe, and other internal systems.

Responsibilities

Support service team leaders in managing Tax, Outsourcing, Assurance, or Digital services and related business, marketing, and administrative activities.
Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
Track client deadlines and reporting through online filing systems, maintain accurate client data and workflow systems, and manage local-office tax e-file deadlines.
Coordinate collection and timely processing of tax e-file forms, engaging office paraprofessionals to help meet peak filing deadlines.
Process client source documents, provide completed returns and workflow instructions, collect client authorization forms (8879) before tax returns are released, and respond to client questions on behalf of the tax team.
Roll forward ProFx binders and audit worksheets; send final adjustments and trial balances; 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 meetings; and support monthly industry reporting.
Proofread and coordinate assembly of client financial statements, management letters, engagement letters, and reports, and coordinate delivery of final assurance documents in hard-copy or electronic form.
Support Outsourcing teams and clients in tasks related to CAAS, Global Services, VR, or CLA Search, including managing engagement letters and assisting with client deliverables and 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 as needed, and draft 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; take on accountabilities across other internal operations roles.