Service Processing Coordinator Service Processing Coordinator …

Cliftonlarsonallen
in Milpitas, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Cliftonlarsonallen
in Milpitas, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Service Processing Coordinator
Service Processing Coordinator - San Jose San Jose, CA/en-US/CLA/job/San-Jose-CA/Service-Processing-Coordinator---San-Jose_R2832/apply

We are hiring a Service Processing Coordinator to join our Internal Operations Team in our San Jose, California location.

Summary
The Service Processing Coordinator provides support to the client by conducting specific service activities (generally in assurance and tax) and direct client support. S/he supports the services team leaders (generally in assurance and tax) in managing the business functions and growth through marketing activities.

Work Activities and Account abilities
The below functions reflect the general details necessary to describe the essential work activities and account abilities of this position and are not all inclusive. Other activities may be assigned.

  • Internal Support: Proactively support team leader in managing one of the following services: tax, bizops and/or assurance practices.
  • Tax: S/he is 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. S/he manages client deadlines and all reporting through GoFileRoom and CCH ProSystemFx 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. E-file form management, ensuring all forms are collected and processed timely, and proactively engaging office paraprofessionals to assist with peak filing deadlines.
  • Client 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 on behalf of tax team as needed to assist in time and workflow management.
  • Assurance: S/he rolls forward binders in ProFx. Roll-forward audit worksheet for common audit areas with roll-forward data. Sends final adjustments and trial balances to the client. Ensures clients internal financial statements ties 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.
  • Client Documents: Proofreads and coordinates the assembly of client financial statements, management letters, engagement letters and reports for staff. Coordinate delivery of final assurance documents via hard copy or electronic documents. Respond to client needs on behalf of the assurance team as needed to assist in time and workflow management.
  • Internal Operations Team: Support and provide back up to other internal operations team during peak busy seasons, and as needed. May have account abilities across other internal operations roles.


Experience, Education, and Certification Requirements

  • Experience: Minimum of three-five years of related administrative experience. Professional services industry experience, a plus.
  • Education: High school degree or equivalent. Associate or Bachelors degree, a plus.
  • Certifications/Licenses: None required.

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.
 
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Posted 2 Days AgoFull timeR2832

CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients enterprise value and assist them in growing and managing their related personal assets all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,000 people and 100 US 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 CLAconnect.com. Investment 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.

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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.
 

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

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