At CLA, we create inspired careers. We want to know you, but also help you grow your career! CLA is seeking to hire an Office - Service Processing / Tax Coordinator to join our Internal Operations team and support the Sebring, FL office.
The Office - Service Processing / Tax Coordinator provides direct client support by conducting specific service activities, generally in assurance and tax. They will support the services team leaders in managing the business functions and growth through marketing activities.
As an ideal candidate, you're smart, creative and fully engaged, with excellent people and communication skills and the ability to collaborate with multiple team members. If you envision yourself having a long term career with a Professional Services firm, you should apply!
As a Service Processing / Tax Office Coordinator, you will perform the following responsibilities:
Preparing and mailing tax organizers
Organizing and scanning client documents
Assembling final tax returns and preparing extensions
Help support and manage client deadlines and all reporting throughXCM /GoFileRoomandAXCESS /CCHProSystemFx
Proactively managedatabase and workflow systems to ensure accurate maintenance of client data
Tracking and managing all taxeFiledeadlines for the local office
Efileform management, ensuring all forms are collected and processed in a timely manner
Proactively engaging office paraprofessionals to assist with peak filing deadlines
Responding to client needs on behalf of tax team as needed to assistin time and workflow management
Must maintain confidentiality
Proactively support team leader in managing one of the following services: tax, and/or assurance practices.
Review and analyze documents, identify solutions and assist when needed to support additional team members
Support multiple service lines to ensure processing, facilitating, tracking, reporting, etc.
Must be adaptable, meet timelines / deadlines, flexible and team oriented
Must be organized, detail oriented; as well as other activities may be assigned
Specific Requirements and Preferences:
3 or more years of related experience
Professional services industry experience, a plus
High school degree or equivalent. Associate or Bachelor's degree, a plus
Computer skills; knowledgeable in excel, XCM, and audit (highly preferred)
WHAT DO WE HAVE TO OFFER YOU!
Growth and new responsibilities / 401K Matching / several weeks of Paid Time Off / Volunteer Community Outreach hours / 9 Paid Holidays / Floating Holidays and much more!
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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Start your inspired career
When you join CLA, youll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. Its not so much about climbing a ladder or acquiring new titles its the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,200 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. Learn more at . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
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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