Client Service Coordinator

CLA is a top 10 national professional services firm offering industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA is currently seeking a Client Service Coordinator in its Austin, TX office. This role provides support to clients by conducting specific service activities and providing direct client support, and supports service team leaders (generally in Assurance, Tax, or Outsourcing) in managing business functions and growth through marketing and administration support activities.

Responsibilities

Proactively support team leaders 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 e-file deadlines for the local office; Manage database and workflow systems to maintain accurate client data; Collect client 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; Proofread and coordinate assembly of client financial statements, management letters and reports; Coordinate delivery of final assurance documents; Manage engagement letters and assist with client deliverables in Outsourcing; Assist with drafting monthly bills for Principal review and coordinate CRM tracking; Create 1099s or other reporting forms and draft and deliver client invoices; Support and provide backup to internal operations team members 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

Benefits

Health insurance; Dental insurance; Vision insurance; 401k; Comprehensive wellness benefits supporting physical, financial, social, and emotional well-being