{"id":3482105,"url":"https://alion.io/job/cla-cliftonlarsonallen-client-service-coordinator-5","title":"Client Service Coordinator","company":{"id":1778806,"name":"CLA (CliftonLarsonAllen)","domain":"claconnect.com","url":"https://alion.io/company/claconnect","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":37,"ghost_share":0,"stale_share":0.432,"repost_share":0.027,"time_to_fill_p50_days":24,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Des Moines, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":29000,"max_usd":51000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4386},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false},{"name":"Windows","optional":false}],"status":"live","first_seen_at":"2026-10-29T20:27:10Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-04T06:55:58Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"CLA is a top 10 national professional services firm where our purpose is tocreate opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.\nCLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.\nCLA is currently seeking a Client Service Coordinator in our Des Moines, IA office. This pivotal role provides support to the client by conducting specific service activities and providing direct client support. They support the service team leaders (generally in Assurance, Tax, or Outsourcing) in managing the business functions and growth through marketing and administration support activities.\nHow you’llcreate opportunities in this Client Service Coordinator role:\nInternal Support: Proactively support team leader in managing one or more of the following services: Tax, Outsourcing, Assurance or Digital.\nTax: They are 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 track client deadlines and all reporting through the online filing systems to ensure no client deadlines are missed. 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. They ensure all e-file forms are collected and processed timely and proactively engage office paraprofessionals to assist with peak filing deadlines.\nClient 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 and questions on behalf of tax team to assist in time and workflow management.\nAssurance: They roll forward binders in ProFx and complete roll-forward audit worksheet for common audit areas. Sends final adjustments and trial balances to the client. Ensures clients’ internal financial statements tie to our final audit. 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.\nClient Documents: Proofreads and coordinates the assembly of client financial statements, management letters, engagement letters and reports for staff. Coordinates delivery of final assurance documents via hard copy or electronic documents. Responds to client needs on behalf of the assurance team to assist in time and workflow management.\nOutsourcing: They are involved in one or more various tasks related to CAAS, Global Services, VR, or CLA Search. Manages engagement letters and assists with client deliverables, such as technology setup. Assists with drafting monthly bills for Principal review and coordinates CRM tracking for business development. Provides general internal and external support for Outsourcing teams and their clients for multiple office locations.\nClient Documents: Drafts engagement letters, creates 1099s or other reporting forms as needed, drafts and delivers client invoices and other client deliverables. \nInternal Operations Team: Supports and provides back up to other internal operations team members during peak busy seasons, and as needed. May have accountabilities across other internal operations roles.\nWhat you will need:\n2 years of relevant experience required\nProfessional services industry experience preferred\nHigh school diploma or equivalent required.\nAssociate or bachelor's degree preferred\nAbility to quickly master new software applications\nProficiency in Microsoft (MS) Windows and Office Products\nExperience with CCH ProSystemFx is preferred\nFamiliarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems\nEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities\nClick here to learn about your hiring rights.\nWellness at CLA\nTo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.\nTo view a complete list of benefits, click here.","description_format":"text","description_chars":4647,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Audit & Assurance Firms","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-29T20:27:10Z"}],"visa":[],"liveness":{"score":98,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.985,"p_room":1,"age_days":5,"expected_fill_days":24,"reasons":["conf:5","wave","velocity","win:early","comp:junior,brand"],"computed_at":"2026-11-04T06:34:25Z"},"pay":null,"html_url":"https://alion.io/job/cla-cliftonlarsonallen-client-service-coordinator-5","json_url":"https://alion.io/job/cla-cliftonlarsonallen-client-service-coordinator-5.json","meta":{"generated_at":"2026-11-04T12:50:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19358,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1778806},"rest":"https://alion.io/mcp/rest/get_company?id=1778806"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcla-cliftonlarsonallen-client-service-coordinator-5"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcla-cliftonlarsonallen-client-service-coordinator-5"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcla-cliftonlarsonallen-client-service-coordinator-5"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cla-cliftonlarsonallen-client-service-coordinator-5\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcla-cliftonlarsonallen-client-service-coordinator-5"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3482105}},{"tool":"search_jobs","arguments":{"company":"claconnect.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3482105},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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