SERVICE PROCESSING COORDINATOR
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.
Essential Job Functions
The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Required Experience, Education, and Certification Requirements
The Service Processing Coordinator reports to the Operations Director. S/he interacts with the Office Tax Leader, Regional and National Tax teams, and National Technology team.
Proficiency in Microsoft (MS) Windows and Office Products is necessary. Position requires regular use of CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, STAR and other internal systems. Requires the ability to quickly master new software applications as needed. Proficiency in CCH ProSystemFx is preferred.
Key Behavioral Competencies
The Service Processing Coordinator must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below.
This position requires <10% travel.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
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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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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