Client Support Coordinator

CLA (CliftonLarsonAllen)•Kansas City, MO

5d•Onsite

About The Position

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, employees, and communities. They are seeking a Client Support Coordinator for their Kansas City, MO office. This role provides essential support to clients by performing specific service activities and offering direct client assistance. The coordinator will also support service team leaders (in Assurance, Tax, or Outsourcing) by managing business functions and growth through marketing and administrative support. The role involves supporting one of three service areas: Tax, Assurance, or Outsourcing. In Tax, responsibilities include preparing and mailing tax organizers, scanning client documents, assembling tax returns and extensions, managing online filing systems to meet deadlines, and tracking eFile deadlines. For Assurance, tasks involve rolling forward binders and audit worksheets, sending adjustments and trial balances to clients, updating board presentations, preparing engagement letters and reports, and coordinating meetings. In Outsourcing, duties include managing engagement letters, assisting with client deliverables like technology setup, drafting bills, coordinating CRM tracking, and providing general support for multiple office locations. The position also requires supporting and backing up other internal operations team members during peak seasons and potentially taking on accountabilities across other internal operations roles.

Requirements

2 years of relevant experience required
High school diploma or equivalent required.
Ability to quickly master new software applications
Proficiency in Microsoft (MS) Windows and Office Products

Nice To Haves

Professional services industry experience preferred
Associate or bachelor's degree preferred
Experience with CCH ProSystemFx is preferred
Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems

Responsibilities

Proactively support team leader in managing one of the following services: Tax, Outsourcing, or Assurance.
Tax: Preparing and mailing tax organizers, organizing and scanning client documents, assembling final tax returns and preparing extensions.
Manage client deadlines and all reporting through the online filing systems to ensure no client deadlines are missed.
Proactively manage database and workflow systems to ensure accurate maintenance of client data.
Responsible for tracking and managing all tax eFile deadlines for the local office.
Ensure all e-file forms are collected and processed timely and proactively engage office paraprofessionals to assist with peak filing deadlines.
Process client source documents, provide completed returns and instructions to client for completing workflow process.
Ensure the collection of authorization forms (8879) from clients before tax returns are released.
Respond to client needs and questions on behalf of tax team to assist in time and workflow management.
Assurance: Roll forward binders in ProFx and complete roll-forward audit worksheet for common audit areas.
Send final adjustments and trial balances to the client.
Ensure clients’ internal financial statements tie to our final audit.
Update board presentations in PowerPoint for audits and proposals.
Prepare client engagement letters, reports, and other letters upon request.
Coordinate internal/external meetings and support monthly industry reporting.
Proofread and coordinate the assembly of client financial statements, management letters, engagement letters and reports for staff.
Coordinate delivery of final assurance documents via hard copy or electronic documents.
Respond to client needs on behalf of the assurance team to assist in time and workflow management.
Outsourcing: 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 for multiple office locations.
Draft engagement letters, create 1099s or other reporting forms as needed, draft and deliver client invoices and other client deliverables.
Support and provide back up to other internal operations team members during peak busy seasons, and as needed.
May have accountabilities across other internal operations roles.