Seasonal Client Services Coordinator - Tax

CliftonLarsonAllen•Carmel, CA

7d•Onsite

About The Position

CLA is seeking a seasonal Client Services Coordinator to support its Carmel, California office during tax season, from January through April. The role provides direct client support and carries out service activities while assisting service team leaders with business functions, marketing, and administration. Depending on team needs, the coordinator may support Tax, Assurance, Outsourcing, or Digital services. The position also backs up other internal operations team members during peak periods and may take on 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.
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.
Prepare and mail tax organizers; organize and scan client documents; assemble final tax returns; and prepare extensions.
Track client deadlines and reporting through online filing systems, maintain accurate client data in database and workflow systems, and manage local-office tax e-file deadlines.
Collect and process tax e-file forms, engaging office paraprofessionals as needed during peak filing deadlines.
Process client source documents, provide completed returns and instructions, and collect client authorization forms (8879) before releasing tax returns.
Respond to client questions and needs 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 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 letters; coordinate meetings; and support monthly industry reporting.
Proofread and coordinate the assembly of assurance financial statements, management letters, engagement letters, and reports; coordinate delivery of final assurance documents in hard-copy or electronic form.
Support assurance client needs to assist with 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, create 1099s or other reporting forms as needed, and draft and deliver client invoices and other deliverables.
Back up other internal operations team members during peak busy seasons and as needed.