Seasonal Client Service Coordinator

CLA (CliftonLarsonAllen) • Oshkosh, WI

7d • 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 specific service activities while supporting service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, growth, marketing, and administrative support.

The coordinator may support Tax, Outsourcing, Assurance, or Digital teams. Tax work includes preparing and mailing tax organizers, organizing and scanning client documents, assembling tax returns, preparing extensions, tracking deadlines and e-filing, maintaining client and workflow data, and coordinating collection and processing of e-file forms. The role also processes client source documents, coordinates return delivery, collects required authorization forms, and responds to client questions on behalf of the tax team.

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

Outsourcing work may include managing engagement letters, assisting with client deliverables and technology setup, preparing draft bills for Principal review, coordinating CRM tracking for business development, and providing support to teams and clients across multiple offices. Other duties may include preparing engagement letters, 1099s or other reporting forms, invoices, and client deliverables. The coordinator also backs up other internal operations team members during peak periods and may take on accountabilities across other internal operations roles.

Requirements

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

Nice To Haves

• Professional services industry experience preferred.
• Associate or bachelor's degree preferred.
• Experience with CCH ProSystemFx preferred.

Responsibilities

• Support team leaders in Tax, Outsourcing, Assurance, or Digital with service, business, marketing, and administrative activities.
• Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
• Track tax client deadlines and reporting through online filing systems, maintain client and workflow data, and manage local office e-file deadlines.
• Collect and process e-file forms, engaging office paraprofessionals as needed for peak filing deadlines.
• Process client source documents, provide completed returns and workflow instructions, collect required client authorization forms, and respond to tax client needs and questions.
• Roll forward Assurance binders and audit worksheets; send final adjustments and trial balances; and ensure client financial statements tie to the final audit.
• Update board presentations for audits and proposals; prepare engagement letters, reports, and other correspondence; coordinate 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.
• Provide internal and external support to Outsourcing teams and clients across multiple office locations.
• Prepare engagement letters, 1099s or other reporting forms, invoices, and other client deliverables as needed.
• Back up other internal operations team members during peak busy seasons and as needed.

Benefits

• Comprehensive benefit options that include health, dental, vision, and 401(k).
• Well-being support focused on physical, financial, social, and emotional well-being.

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED