Seasonal Client Services Coordinator - Tax
About The Position
CLA is seeking a Seasonal Client Service Coordinator in its Wenatchee, Washington office to support the office during tax season, from January through April. The role provides direct client support and performs specific service activities while supporting service team leaders in managing business functions and growth through marketing and administrative support. Responsibilities may include supporting Tax, Assurance, Outsourcing, or Digital teams. Tax work includes preparing and mailing organizers, organizing and scanning client documents, assembling returns, preparing extensions, tracking deadlines and e-file submissions, maintaining client data and workflow systems, collecting authorization forms, and responding to client questions. Assurance support may involve rolling forward binders and audit worksheets, preparing and coordinating client financial statements and other documents, updating presentations, preparing engagement letters and reports, and coordinating meetings. Outsourcing support may include managing engagement letters, assisting with client deliverables and technology setup, preparing billing drafts, coordinating CRM tracking, and supporting clients across multiple offices. The coordinator also provides backup to other internal operations team members during peak seasons and as needed. The position requires two years of relevant experience and a high school diploma or equivalent. Professional services experience, an associate or bachelor's degree, and experience with CCH ProSystemFx are preferred. The Washington compensation range is $22.80–$35.80 per hour.
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, MS Word, MS Excel, MS Outlook, MS 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 and business functions.
- Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
- Track client and e-file deadlines, maintain client data and workflow systems, and ensure tax forms are collected and processed on time.
- Process client source documents, deliver completed returns and instructions, collect required authorization forms before releasing returns, and respond to client needs and questions.
- Roll forward audit binders and worksheets, send final adjustments and trial balances, and help ensure client financial statements tie to final audit results.
- Update board presentations and prepare engagement letters, reports, and other correspondence.
- Proofread, assemble, and coordinate delivery of client financial statements, management letters, engagement letters, reports, and other assurance documents.
- Coordinate internal and external meetings and support monthly industry reporting.
- Support Outsourcing teams and clients with engagement letters, client deliverables, technology setup, billing drafts, CRM tracking, invoices, 1099s, and other reporting forms.
- Provide backup to other internal operations team members during peak busy seasons and as needed.
Benefits
- Comprehensive benefit options include health, dental, vision, and 401(k).
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
