CLA is seeking to hire a Service Processing / Office Coordinator to join our CLA family! If you're looking for a fast-paced, entrepreneurial, inclusive collaborative work environment where you can make an impact, CLA could be the place for you. The position is based in Lakeland, FL
Internal Support: Proactively support team leader in managing one of the following services: tax, bizops and/or assurance practices. Support and provide back up to other internal operations team during peak busy seasons, and as needed. May have accountabilities across other internal operations roles.
Tax: They will be 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.They will manage client deadlines and all reporting through XCM and CCH Axcess Tax to ensure no client deadlines are missed.
-Client Documents: 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 on behalf of tax team as needed to assist in time and workflow management.
Assurance: Reviews and updates Audited Financial Statements and Letters checking for formatting errors, spelling errors, etc. before being sent to the client. Updates board presentations in PowerPoint for audits and proposals. Prepares client engagement letters, reports and other letters upon request. Coordinates internal/external meetings and supports monthly industry reporting.
-Client Documents: Proofreads and coordinates 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 as needed to assist in time and workflow management.
Required Experience, Education, and Technical Requirements
Three years of related administrative experience. Tax/ Assurance administrative support is a plus!
High school degree or equivalent. Associate or Bachelors degree, a plus.
None Certifications/Licenses required.
Proficiency in Microsoft (MS) Windows and Office Products is necessary.Knowledge of CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, STAR and other internal systems.
Requires the ability to quickly master new software applications as needed. Proficiency in CCH ProSystemFx is preferred.
This position requires <10% travel.
CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.
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Start your inspired career
When you join CLA, youll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. Its not so much about climbing a ladder or acquiring new titles its the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,200 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. Learn more at . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities
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