Seasonal Client Services Coordinator - Tax

CLA (CliftonLarsonAllen)•Monticello, MN

8d•$21 - $33•Onsite

About The Position

CLA is seeking a part-time, seasonal Client Services Coordinator for its Monticello, Minnesota office. The position supports the office during tax season, from January through April, by conducting service activities and providing direct client support. The coordinator supports service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, marketing, and administration. The role may also provide backup to other internal operations team members during busy seasons and may include 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, MS Word, MS Excel, MS Outlook, MS 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 service 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 client data in database and workflow systems, and manage local-office tax e-file deadlines.
Collect and process e-file forms on time and coordinate with office paraprofessionals during peak filing deadlines.
Process client source documents and provide completed returns and workflow instructions to clients.
Collect client authorization forms (8879) before tax returns are released, and respond to client needs and questions on behalf of the tax team.
Roll forward binders in ProFx and complete roll-forward audit worksheets for common audit areas.
Send final adjustments and trial balances to clients and ensure clients’ internal financial statements tie to the final audit.
Update audit and proposal board presentations in PowerPoint; prepare client engagement letters, reports, and other letters; and coordinate internal and external meetings and monthly industry reporting.
Proofread and coordinate the assembly of 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.
Support tasks related to CAAS, Global Services, VR, or CLA Search; manage engagement letters; and assist with client deliverables such as technology setup.
Assist with drafting monthly bills for Principal review and coordinate CRM tracking for business development.
Provide general internal and external support for 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 client deliverables.
Support and provide backup to other internal operations team members during peak busy seasons and as needed.