Seasonal Client Services Coordinator - Tax

CLA (CliftonLarsonAllen)•Owatonna, MN

8d•$21 - $33•Onsite

About The Position

CLA is seeking a Seasonal Client Service Coordinator for its Owatonna, Minnesota office to support the office during tax season from January through April. The role provides direct client support and completes service activities while helping service team leaders manage business functions and growth through marketing and administrative support. The coordinator may support Tax, Assurance, Outsourcing, or Digital teams. Tax-related work can include preparing and mailing organizers, organizing and scanning client documents, assembling returns, preparing extensions, tracking deadlines and e-file activity, maintaining client information in databases and workflow systems, and coordinating collection of e-file forms. The role also processes client source documents, delivers completed returns and instructions, ensures required authorization forms are collected before releasing returns, and responds to client questions on behalf of the tax team. Depending on team needs, the coordinator may also roll forward audit binders and worksheets, prepare and coordinate assurance documents and presentations, manage engagement letters and client deliverables, assist with billing and CRM tracking, create reporting forms, and provide general support to Outsourcing teams and clients. The position also backs up other internal operations team members during peak seasons and as needed.

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, and 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 Tax, Outsourcing, Assurance, or Digital with business, marketing, and administrative activities.
Prepare and mail tax organizers; organize and scan client documents; assemble final tax returns; and prepare extensions.
Track client deadlines and e-file activity, maintain accurate client data in database and workflow systems, and coordinate timely collection and processing of e-file forms.
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 questions on behalf of the tax team.
Roll forward ProFx binders and complete roll-forward audit worksheets for common audit areas, as applicable.
Send final adjustments and trial balances to clients and ensure client internal financial statements tie to final audit results.
Update audit and proposal board presentations; prepare engagement letters, reports, and other letters; coordinate meetings and support monthly industry reporting.
Proofread and coordinate assembly and delivery of assurance financial statements, management letters, engagement letters, and reports.
Manage engagement letters and assist with client deliverables, including technology setup, as applicable.
Assist with drafting monthly bills for Principal review and coordinate CRM tracking for business development.
Draft engagement letters, create 1099s or other reporting forms as needed, and draft and deliver client invoices and other deliverables.
Provide internal and external support to Outsourcing teams and their clients across multiple office locations.
Back up other internal operations team members during peak busy seasons and as needed.