Seasonal Client Service Coordinator – Tax

CLA (CliftonLarsonAllen)

. Support the office through tax season from January to April .

Posted 10/15/2026part-timeAlexandria • Minnesota • United StatesJuniorMid-Level💰 $21 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in tax preparation and client support, with strong capabilities in managing deadlines and maintaining accurate client data. Familiarity with tax software and Microsoft Office products is essential for effective communication and documentation.

Highest-signal resume keywords

Tax PreparationClient SupportCCH ProSystemFxMicrosoft Office ProficiencyDatabase Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax PreparationClient Document ProcessingE-File ManagementAudit Worksheet CompletionEngagement Letter Drafting

Soft Skills

Client CommunicationOrganizational SkillsAttention to Detail

Tools & Technologies

CCH ProSystemFxMicrosoft WindowsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointCRM SoftwareAdobe

Industry Keywords

Professional ServicesTax Season SupportClient EngagementOutsourcingAssurance

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

Support the office through tax season from January to April
Provide direct client support and conduct specific service activities
Support service team leaders in Tax, Outsourcing, Assurance, or Digital
Prepare and mail tax organizers
Organize and scan client documents
Assemble final tax returns and prepare extensions
Track client deadlines and reporting through online filing systems
Manage database and workflow systems to maintain accurate client data
Track and manage tax e-file deadlines
Collect and process e-file forms
Process client source documents and provide completed returns and workflow instructions
Ensure collection of authorization forms (8879) before releasing tax returns
Respond to client needs and questions on behalf of the tax team
Roll forward binders in ProFx and complete audit worksheets
Send final adjustments and trial balances to clients
Update audit and proposal board presentations in PowerPoint
Prepare client engagement letters, reports, and other letters
Coordinate internal and external meetings and support monthly industry reporting
Proofread and coordinate assembly and delivery of assurance documents
Manage engagement letters and assist with client deliverables for Outsourcing
Assist with drafting monthly bills and coordinate CRM tracking for business development
Draft engagement letters, create 1099s or other reporting forms, and deliver invoices and client deliverables
Support and back up other internal operations team members during peak seasons

Requirements

What you’ll need

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 preferred
Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401k
Comprehensive benefit options supporting physical, financial, social, and emotional well-being