Job Listing

Number of Positions: 1
Job Listing
Job ID: 9857037
Job Location:

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Job Title:Service Processing Coordinator
Work Type:Work Days: Work Vary: Yes , Shift: Other, Hours Per Week: 40, Work Type: Regular
Salary Offered:Unspecified
Physical Required:Unspecified
Drug Testing Required:Unspecified
Education Required:High School Diploma/GED
Experience Required:Unspecified
Required Skills:
Please see the job description for information about required job skills.
Preferred Skills:
Job Description:
Requisition Number

Service Processing Coordinator




The Service Processing Coordinator is a paraprofessional role providing support to the client serving teams by conducting specific services activities (generally in assurance and tax) and client support. S/he is accountable for managing tax filings through the regional Tax Assembly Pools and drives the engagement team to ensure tax deadlines are met in a timely manner. The role also supports the services team leaders (generally in assurance and tax) in managing the business functions and growth through marketing activities.

Work Activities & Accountabilities

The below functions reflect the general details of the essential work activities and accountabilities of this position, but are not all inclusive. Other activities may be assigned.

Internal Support:

* Proactively support team leader in managing the tax practice by assisting with billing as needed, managing the CRM system for additional engagement opportunities, monitoring workflow to assist with staff scheduling needs, and any other needs of the team leader

* Supporting the tax services team locally as entry-level assistance for preparation of tax returns, as needed

* Manage client deadlines and all reporting through GoFileRoom and CCH ProSystemFx to ensure no client deadlines are missed

* Manage workflow through Tax Assembly Pools and provide full assembly support - electronic and paper, as needed

* Submit returns for e-filing; monitor and resolve acceptance/rejection; manage exceptions thereafter to ensure timely filing of all returns

* Prepare and submit tax extensions as directed by staff and team leader

* Proactively manage database and workflow systems to ensure accurate maintenance of client data

Client Documents

* Creates financial statements, management letters, engagement letters, and reports for staff, usually from rough draft, and edits for grammar, punctuation, and spelling as needed.

* Proofreads and coordinates the assembly of client financial statements.

* Sorts and files office copies of financial statements or other documents efficiently, purging outdated files as needed.

* Assists with development and proposals as needed.

External Support:

* 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

eFile Champion

* Responsible for tracking and managing all tax eFile deadlines for the local office

* E-file form management, ensuring all forms are collected and processed timely, and proactively engaging office paraprofessionals to assist with peak filing deadlines

Proactive Team Assistance - Operations & Support

* Conducts training to ensure all paraprofessionals are able to assist with tax processes during peak busy seasons

* Supports fellow Paraprofessional team during peak busy seasons

* Provide back up to Receptionist/Office Assistance as needed



High school degree minimum and three years of related administrative experience

Proficiency in Microsoft Windows and Office Products

Ability to quickly master new software applications as needed

Possess several key attributes including: client service excellence, clear communication, leading with impact, ability to maintain confidentiality, detail oriented, interpersonal skills, and ownership mindset

Ability to interact with all levels of the organization


CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,500 people and approximately 110 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.

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.

EOE/AA Employer/M/W/Vets/Disability

Equal Opportunity Employer/AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.

Please view Equal Employment Opportunity Posters provided by OFCCP here.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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.

EOE/AA Employer/Vets/Disability

Refer to ID 30693114 when applying