Seasonal Client Services Coordinator - Tax

CliftonLarsonAllen • Moses Lake, WA

7d • Onsite

About The Position

CLA is seeking a seasonal Client Service Coordinator for its Moses Lake, Washington office to support the office during tax season, from January through April. The role provides direct client support and carries out specific service activities. It also supports service team leaders—generally in Assurance, Tax, or Outsourcing—with business functions, marketing, and administration.

Depending on team needs, the coordinator may support Tax, Assurance, Outsourcing, or Digital services. Tax work includes preparing and mailing organizers, organizing and scanning documents, assembling returns, preparing extensions, tracking deadlines and e-file activity, maintaining client data in database and workflow systems, and coordinating authorization forms and document delivery. The role may also support assurance engagements through audit binder and worksheet roll-forwards, preparation and coordination of financial statements and reports, and meeting and presentation support. Outsourcing tasks may include managing engagement letters, supporting client deliverables and technology setup, drafting bills and invoices, preparing reporting forms, and coordinating CRM tracking. The coordinator also backs up other internal operations team members during peak periods.

The position requires two years of relevant experience and a high school diploma or equivalent. Professional services experience and an associate or bachelor’s degree are preferred. The role requires the ability to learn software applications quickly and proficiency with Microsoft Windows and Office products. Experience with CCH ProSystemFx is preferred; familiarity with CCH products, Microsoft Word, Excel, Outlook and PowerPoint, CRM, Adobe, and other internal systems is also noted.

The stated compensation range in Washington is $22.80–$35.80 per hour. CLA describes its benefits as including health, dental, vision, and 401(k), among other options.

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, Assurance, Outsourcing, or Digital with business, marketing, and administrative functions.
• Prepare and mail tax organizers; organize and scan client documents; assemble tax returns; and prepare extensions.
• Track client deadlines, tax e-file deadlines, and reporting through online filing systems.
• Maintain accurate client data in database and workflow systems.
• Process client source documents and provide completed returns and workflow instructions to clients.
• 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 audit binders in ProFx 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 client engagement letters, reports, and other letters as requested.
• Coordinate internal and external meetings and support monthly industry reporting.
• Proofread and coordinate assembly of client financial statements, management letters, engagement letters, and reports.
• Coordinate delivery of final assurance documents in hard copy or electronically.
• Manage 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, prepare 1099s or other reporting forms, and draft and deliver client invoices and other client deliverables.
• Back up other internal operations team members during peak busy seasons and as needed.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED