Seasonal Office Support Coordinator

Seasonal Office Support Coordinator (Service Processing Coordinator)

CLA is a top 10 national professional services firm where our purpose is to create 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.

CLA 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.

CLA is currently seeking a Seasonal Office Support Coordinator (Service Processing Coordinator) in our Marshfield, WI office. This pivotal role will provide essential support to our service team leaders and play a crucial part in managing various business functions through marketing and administrative support activities.

How you'll create opportunities in this Seasonal Office Support Coordinator role :

• Front Office Administration : Answer phones, as needed (coordinate with other offices).
• Manage front desk hosting for clients and guests. Manage parking needs for guests.
• Coordinate all mailing including UPS and certified and add charges to billing system by client.
• Coordinate office maintenance and maintain production room including all supplies & copier needs.
• Assemble, mail, file, deliver, and e-file tax returns
• 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
• Tax form management, collect and process in a timely manner
• 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

What you will need :

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities