Seasonal Client Services Coordinator - Tax

hirify.globalss="location">Location: Carmel, California, United States; office-based

hirify.globalss="salary">Salary: $24.60–$38.40 per hour in California

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services, with 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, Outsourcing, Assurance, or Digital during the January–April tax season.
• Prepare and mail tax organizers, organize and scan client documents, assemble final tax returns, and prepare extensions.
• Track client deadlines, e-file forms, reporting, workflow systems, and client data to prevent missed filing deadlines.
• Collect authorization forms, deliver completed returns and instructions, and respond to client questions on behalf of the tax team.
• Provide assurance support, including rolling forward binders, preparing audit worksheets, coordinating financial statements and reports, and updating PowerPoint presentations.
• Support outsourcing and internal operations through engagement letters, invoices, reporting forms, CRM tracking, technology setup, and peak-season backup.

hirify.globalss="requirements">Requirements

• Two years of relevant experience required.
• High school diploma or equivalent required.
• Ability to quickly master new software applications.
• Proficiency with Microsoft Windows and Office products.
• Familiarity with CCH products, Microsoft Word, Excel, Outlook, PowerPoint, CRM, Adobe, 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

• Part-time seasonal assignment supporting the office from January through April.
• Inclusive culture that welcomes different beliefs and perspectives.
• Compensation is influenced by geography, experience, education, skills, and knowledge.
• Benefits may include health, dental, vision, 401(k), and broader wellness support.
• Equal opportunity employer and protected-veteran and disability-inclusive workplace.