Client Support Coordinator

About the role

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. 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

• Internal Support: Proactively support team leader in managing one of the following services: Tax, Outsourcing, or Assurance.
• Tax:
  • Involved in one or more various responsibilities relating to the tax process, including preparing and mailing tax organizers, organizing and scanning client documents, assembling final tax returns, and preparing extensions.
  • Manage client deadlines and all reporting through the online filing systems to ensure no client deadlines are missed.
  • Proactively manage database and workflow systems to ensure accurate maintenance of client data.
  • Responsible for tracking and managing all tax eFile deadlines for the local office.
  • Ensure all e-file forms are collected and processed timely and proactively engage office paraprofessionals to assist with peak filing deadlines.
  • Process client source documents, provide completed returns, and instructions to client for completing workflow process.
  • Ensure the collection of authorization forms (8879) from clients before tax returns are released.
  • Respond to client needs and questions on behalf of the tax team to assist in time and workflow management.
• Assurance:
  • Roll forward binders in ProFx and complete roll-forward audit worksheet for common audit areas.
  • Send final adjustments and trial balances to the client.
  • Ensure clients’ internal financial statements tie to our final audit.
  • Update board presentations in PowerPoint for audits and proposals.
  • Prepare client engagement letters, reports, and other letters upon request.
  • Coordinate internal/external meetings and support monthly industry reporting.
  • Proofread and coordinate the assembly of client financial statements, management letters, engagement letters, and reports for staff.
  • Coordinate delivery of final assurance documents via hard copy or electronic documents.
  • Respond to client needs on behalf of the assurance team to assist in time and workflow management.
• Outsourcing:
  • Involved in one or more various tasks related to CAAS, Global Services, VR, or CLA Search.
  • Manage engagement letters and assist with client deliverables, such as technology setup.
  • Assist with drafting monthly bills for Principal review and coordinate CRM tracking for business development.
  • Provide general internal and external support for Outsourcing teams and their clients for multiple office locations.
  • Draft engagement letters, create 1099s or other reporting forms as needed, draft and deliver client invoices, and other client deliverables.
• Internal Operations Team: Support and provide backup to other internal operations team members during peak busy seasons, and as needed. May have accountabilities across other internal operations roles.

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.

Benefits

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k, and much more.