At CLA, we create inspired careers. We want to know you, but also help you grow your career! CLA is seeking to hire an Office - Service Processing / Tax Coordinator to join our Internal Operations team and support the Oakbrook, IL office.
The Office - Service Processing / Tax Coordinator provides direct client support by conducting specific service activities, generally in assurance and tax. They will support the services team leaders in managing the business functions and growth through marketing activities.
For this position, you must be able to use your organizational skills, manage multiple tasks and communicate effectively as you will collaborate with multiple CLA Family members to support the firm / office needs. If you enjoy working on special projects, adaptable, strong with following office processes and procedures, and thrive working in team environment, we should talk!
As a Service Processing / Tax Office Coordinator, you will perform the following responsibilities:
·Proactively support team leader in managing one of the following services: tax, and/or assurance practices
· Review and analyze documents, identify solutions and assist when needed to support additional team members
· Support multiple service lines to ensure processing, facilitating, tracking, reporting, etc.
· Must be adaptable, meet timelines / deadlines, flexible and team oriented
· Must be organized, detail oriented; other activities may be assigned
·Accountable for one or more various responsibilities relating to the tax process including preparing and mailing tax organizers
·Responsible for organizing and scanning client documents
· Accountable for assembling final tax returns and preparing extensions
· Help support and manager client deadlines and all reporting through XCM and Axcess Tax.
·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
·Organize, scan and source client documents. Support and provide back up to other internal operations team during peak busy seasons, and as needed
·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.
·May have accountabilities across other internal operations roles
Minimum experience required
· 3 or more years of related experience
· Professional services industry experience, a plus
· High school degree or high school equivalency. Associate or Bachelor's degree, a plus
·Computer skills; knowledgeable in excel, XCM, and audit
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.
Click to learn about your hiring rights.
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.
to see why people join CLA.
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.
Wellness at CLA
Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. to learn more about CLAs benefit offerings.
CLA is an equal opportunity employer
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
to learn about your hiring rights.