Client Service Coordinator

CliftonLarsonAllen•Cedar Rapids, IA

11d•Onsite

About The Position

CLA is seeking a Client Service Coordinator for its Cedar Rapids, Iowa office. The role provides direct client support by conducting service activities and helps service team leaders—generally in Assurance, Tax, or Outsourcing—manage business functions and growth through marketing and administrative support. Depending on the service area, the coordinator may assist with tax preparation workflows, client documents, deadlines and e-filing; assurance binders, audit materials, reports, meetings and client financial statements; or outsourcing engagement letters, deliverables, billing, CRM tracking and client support. The coordinator also backs up other internal operations team members during peak seasons and as needed, and may have responsibilities 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.
Familiarity with CCH products, Microsoft Word, Excel, Outlook, PowerPoint, CRM, Adobe, and other internal systems.

Nice To Haves

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

Responsibilities

Support team leaders in managing Tax, Outsourcing, Assurance, or Digital services.
For Tax, prepare and mail tax organizers; organize and scan client documents; assemble final tax returns; prepare extensions; track client deadlines and reporting; maintain client data in database and workflow systems; manage local office tax e-file deadlines; and coordinate support from office paraprofessionals during peak filing periods.
Process tax client source documents, provide completed returns and workflow instructions, collect client authorization forms (8879) before releasing returns, and respond to client needs and questions on behalf of the tax team.
For Assurance, roll forward ProFx binders and audit worksheets, send final adjustments and trial balances to clients, verify client internal financial statements against final audit materials, update audit and proposal board presentations, prepare engagement letters and reports, coordinate 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; and respond to client needs on behalf of the assurance team.
For Outsourcing, support tasks related to CAAS, Global Services, VR, or CLA Search; manage engagement letters; assist with client deliverables such as technology setup; assist with monthly bills for Principal review; coordinate CRM tracking for business development; and provide internal and external support to teams and clients across multiple office locations.
Draft outsourcing engagement letters, create 1099s or other reporting forms as needed, and draft and deliver client invoices and other client deliverables.
Provide backup to other internal operations team members during peak busy seasons and as needed, and take on accountabilities across other internal operations roles.