Seasonal Client Services Coordinator - Tax

CliftonLarsonAllen•Shelton, CT

7d•Onsite

About The Position

CLA is seeking a part-time Seasonal Client Services Coordinator to support its Shelton, Connecticut office during tax season, from January through April. The role provides direct client support and carries out service activities while supporting service team leaders in managing business functions, growth, marketing, and administration. The coordinator may support Tax, Assurance, Outsourcing, or Digital services, as well as other internal operations team members during peak periods. For Tax, the coordinator may prepare and mail tax organizers, organize and scan client documents, assemble final tax returns, prepare extensions, track client deadlines and reporting in online filing systems, maintain client data and workflow systems, and manage local-office e-file deadlines. The role also processes source documents, delivers completed returns and instructions, collects required authorization forms before returns are released, and responds to client questions on behalf of the tax team. For Assurance, the coordinator may roll forward binders and audit worksheets in ProFx, send final adjustments and trial balances, check that client internal financial statements tie to the final audit, update audit and proposal presentations, prepare engagement letters and reports, coordinate meetings and monthly industry reporting, proofread and assemble client financial statements and related documents, coordinate final document delivery, and respond to client needs on behalf of the assurance team. For Outsourcing, the coordinator may manage engagement letters, assist with client deliverables such as technology setup, support monthly billing and CRM tracking, and provide general support to teams and clients across multiple office locations. Related document work may include drafting engagement letters, creating 1099s or other reporting forms, and preparing and delivering invoices and other client deliverables.

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, and 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 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 tax client deadlines and reporting, maintain client data and workflow systems, and manage local-office e-file deadlines.
Process client source documents, provide completed returns and workflow instructions, collect authorization forms before releasing returns, and respond to client needs and questions.
Roll forward Assurance binders and audit worksheets in ProFx; send final adjustments and trial balances; and ensure client internal financial statements tie to final audit statements.
Update audit and proposal presentations, prepare engagement letters and reports, coordinate meetings and monthly industry reporting, and assemble and deliver final Assurance documents.
Manage Outsourcing engagement letters and assist with client deliverables, technology setup, monthly billing, CRM tracking, and other team and client support.
Draft engagement letters, create 1099s or other reporting forms, 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.