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 Dixon, IL office to support the office through tax season from January to April. The role provides direct client support, conducts service activities, and supports service team leaders in managing business functions and growth through marketing and administration support.

Responsibilities

Proactively support team leader in managing Tax, Outsourcing, Assurance or Digital services; 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; Ensure collection of authorization forms (8879) from clients before tax returns are released; Roll forward binders and complete roll-forward audit worksheets; Proofread and coordinate assembly of client financial statements, management letters, engagement letters and reports; Manage engagement letters, assist with client deliverables, draft monthly bills and coordinate CRM tracking; Provide back-up support to internal operations team during peak seasons

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; 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; Wellness and financial, social and emotional well-being support; Competitive wages