2 дня назад
Seasonal Client Service Coordinator- Tax
21 - 33$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Seasonal Client Service Coordinator- Tax (Tax/Client Operations): Supporting tax-season client service operations in CLA offices from January through April with an accent on tax document processing, e-file deadline tracking, workflow coordination, and direct client support. Focus on assembling tax returns, managing authorization forms and client data, coordinating deliverables, and maintaining accurate filing workflows during peak deadlines.
hirify.globalss="company-description">Company
is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 employees and 130 U.S. locations.
hirify.globalss="what-you-will-do">What you will do
- Support service team leaders across Tax, Assurance, Outsourcing, or Digital operations.
- Prepare and mail tax organizers, organize and scan client documents, assemble final tax returns, and prepare extensions.
- Track client deadlines, e-file requirements, authorization forms, workflow systems, and client data.
- Respond to client questions and coordinate the delivery of completed tax and assurance documents.
- Support assurance documentation, audit worksheets, financial statements, engagement letters, reports, and presentations.
- Assist outsourcing teams with engagement letters, invoices, reporting forms, technology setup, CRM tracking, and client deliverables.
hirify.globalss="requirements">Requirements
- Two years of relevant experience required.
- High school diploma or equivalent required.
- Ability to quickly learn new software applications.
- Proficiency with Microsoft Windows and Office products, including Word, Excel, Outlook, and PowerPoint.
- Familiarity with CRM, Adobe, CCH products, and other internal systems.
hirify.globalss="nice-to-have">Nice to have
- Professional services industry experience.
- Associate or bachelor's degree.
- Experience with CCH ProSystemFx.
hirify.globalss="culture-benefits">Culture & Benefits
- Inclusive culture that welcomes different beliefs and perspectives.
- Benefits may include health, dental, vision, and 401(k) coverage.
- Compensation considers geography, experience, education, skills, and knowledge.
- Role provides seasonal support during the January–April tax period.
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