Seasonal Client Services Coordinator - Tax

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 Shelton, CT office. This part-time role supports the office through tax season from January to April. The role provides support to clients by conducting specific service activities and 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 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; Ensure collection of authorization forms (8879) before tax returns are released; Process client source documents and respond to client needs on behalf of the tax team; 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 upon request; Coordinate internal/external meetings and support monthly industry reporting; Proofread and coordinate assembly of client financial statements, management letters, engagement letters and reports; Manage engagement letters and assist with client deliverables in Outsourcing; Assist with drafting monthly bills for Principal review and coordinate CRM tracking; Draft engagement letters, create 1099s or other reporting forms, and draft and deliver client invoices; Support and provide back up to internal operations team during peak busy 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

Benefits

Competitive wages; Health insurance; Dental insurance; Vision insurance; 401k; Wellness support focused on physical, financial, social and emotional well-being