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 seeking a Client Service Coordinator in its Kansas City, MO office to provide support to clients by conducting specific service activities and providing direct client support, and to support service team leaders 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 e-file deadlines for the local office; Manage database and workflow systems to maintain client data; Collect client authorization forms (8879) before tax returns are released; Roll forward audit 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 and assist with client deliverables in Outsourcing; Assist with drafting monthly bills and coordinate CRM tracking for business development; Support and provide back up to internal operations team during peak seasons

Requirements

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

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; Comprehensive wellness and benefit options