Client Service Coordinator

CLA is currently seeking a Client Service Coordinator in our Des Moines, IA office. This pivotal role provides support to the client by conducting specific service activities and providing direct client support. They support the service team leaders (generally in Assurance, Tax, or Outsourcing) in managing the business functions and growth through marketing and administration support activities.

Responsibilities

Proactively support team leader in managing one or more services: Tax, Outsourcing, Assurance or Digital; Prepare and mail tax organizers, organize and scan client documents, assemble final tax returns and prepare extensions; Track client deadlines and tax eFile deadlines for the local office; Manage database and workflow systems to maintain accurate client data; Ensure collection of authorization forms (8879) before tax returns are released; Roll forward binders in ProFx and complete roll-forward audit worksheets; Send final adjustments and trial balances to clients; Update board presentations in PowerPoint; Prepare client engagement letters, reports and other letters; Coordinate internal/external meetings and support monthly industry reporting; Manage engagement letters, assist with client deliverables and technology setup; Assist with drafting monthly bills and coordinate CRM tracking for business development; Draft 1099s or other reporting forms and deliver client invoices; Support and provide backup to internal operations team during peak seasons

Requirements

2 years of relevant experience required; Professional services industry experience preferred; High school diploma or equivalent required; Associate or bachelor's degree preferred; Ability to quickly master new software applications; Proficiency in Microsoft (MS) Windows and Office Products; Experience with CCH ProSystemFx is preferred; Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems

Nice to have

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

Benefits

Health insurance; Dental insurance; Vision insurance; 401k; Wellness support covering physical, financial, social and emotional well-being