Clifton Larson Allen Peoria , AZ 85345
Posted 2 weeks ago
CLA is seeking to hire an Office Support Coordinator (Service Processing Coordinator) in our Peoria, IL location.
The best candidate will be part of an integrated team to provide client service and administrative support. The Office Support Coordinator will deliver timely, accurate and courteous quality service to internal clients and firm personnel. They must be able to manage multiple projects, undertake a variety of day-to-day office tasks and anticipate the needs while delivering exceptional service.
Unique Corporate perks:
401K Company Matching
Paid Floating Holidays
Medical (dental & vision)
Parental leave
Adoption Assistance program
Paid Time off (vacation, sick, holidays, etc.)
Volunteer hours to support your personal initiatives / outreach
Corporate discount (entertainment, IT Services, retail, etc.)
Monthly Employee Appreciation events
Employee Referral bonuses
Flexible Spending Account and much more…
Essential Job Functions:
Assemble, mail, file, deliver, and e-file tax returns
Prepare engagement agreements for clients
Prepare and e-file tax extensions
Proactively manage database and workflow systems to ensure accurate maintenance of client data
Set up new clients in multiple software systems
Respond to client needs on behalf of tax teams as needed to assist in time and workflow management
Participate in local, regional, and firmwide teams to serve our clients
Organizing and scanning client documents
Track and manage tax eFile deadlines for the local office
Tax form management, collect and process in a timely manner
Additional Job Responsibilities:
Prioritizes and is resourceful in completing tasks through multi-tasking and utilizing creative thinking
Works well with time sensitive projects and adaptable to specific deadlines
Leads with strong communication and demonstrates effective interpersonal skills
Drives change and efficiencies within the team
Completes and manages workflow functions with the ability to expand with experience
Possesses strong technology skills with an ability to adapt to changes and new programs
Understands and can support all administrative functions within a group and an office
Produces quality, professional internal and client-facing documents
Implements firm and office processes and procedures with direction from the Operations Director
Follows risk-based procedures to finalize financial statements before delivering to the client
Performs cash, AR, and other bank balance confirmations for our clients
Enters scheduling information into the firm's audit scheduling software
Assembles and delivers financial statements and proposals either electronically or in paper
Prepares/finalizes engagement letters to deliver to clients
Finalizes formatting of financial statements in Microsoft Word and Excel
Proactively manages database and workflow systems to ensure accurate maintenance of client data
Sets up new clients in multiple software systems
Responds to client needs on behalf of various teams as needed to assist in time and workflow management
Participates in local, regional, and firmwide teams to serve our clients
Provides support to the Office Assistant (Internal Operations Coordinator) by covering the front desk and maintaining the breakroom/supply room during breaks/vacation
Microsoft Windows and Office Products (daily use) Competencies Required.
Minimum Job Requirements:
3 or more years of related administrative support experience required
High school degree or equivalent experience is required
Associate's or Bachelor's degree preferred
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Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
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Wellness at CLA
To 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.
To view a complete list of benefits click here.
Clifton Larson Allen