The Team Service Coordinator (TSC) serves the office in all facets of administrative services, operations, and client support (internal and external). The TSC provides specific engagement, service, and support for the local tax practice, leveraging internal processes and technical expertise to support client deliverables. The TSC may serve as a local office contact for Enterprise Business Services functions and may be specifically aligned to one or more functional areas as an office contact.
Work Activities & Accountabilities:
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.
Administrative: Perform full administrative duties including managing tax workflow, correspondence with clients and principals, review of documents and reports, usually from rough draft, editing for grammar, punctuation, and spelling as needed. Prepare, in draft form, routine correspondence as requested and organizes workload to comply with deadlines and priorities established by the principals. Answer phones and communicate messages to principals, managers, directors, and staff to resolve client questions on a timely basis.
Client Deliverables: Assist principals by leading the efficient management of deadlines, workflow and client deliverables. Create engagement letters and reports for professional staff. Proofread and coordinate the assembly of client tax returns and prepare extensions as needed. Sort and file office copies of tax returns or other documents efficiently; purge outdated files as needed. Interact with clients (internal and external) in an efficient, courteous, and professional manner. Assist with service requests from clients. Monitor and coordinate gathering of various forms and documents for set up of client files efficiently. Assist in preparing and distributing client billing on a timely monthly basis.
Internal Client Support: May schedule appointments/meetings for principals, managers, and staff. Support the financial team through proactive management of A/R, work in progress and billable time tracking. Work as a team member in supporting the needs of the tax group. Assist marketing team with CRM database input and maintenance.
Technical Competencies: Proficiency in Microsoft (MS) Windows and Office Products is necessary. Regular use of CCH ProSystem fx, MS Word, MS Excel, MS Outlook, MS PowerPoint, STAR, CRM, Adobe, and other internal systems.
The TSC reports directly and receives work direction from office and/or administrative leadership. S/he interacts on a regular basis with Principals, Directors, Managers, and Associates. S/he is aligned with a career coach (who may or may not be the same as the direct supervisor) to help with career planning, be an advocate for the experiences needed to reach goals, navigate the firm's resources, and share insights, expertise, and guidance to develop his/her full potential.
Key Behavioral Competencies:
The TSC 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 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.
LeadingwithImpact: Sets an example and exhibits behaviors for others to emulate.
OwnershipMindset: Engineers productive change and positive results.
EntrepreneurialGrit: Expresses new ideas to creatively and innovatively deliver quality service.
ClientExcellence: Understands the client's perspective and helps others to complete high quality work.
PeopleDevelopment: Takes ownership of career development and begins mentoring others.
ClearCommunication: Engages others through effective communication methods.
Teamwork& Collaboration: Encourages collaboration and actively solicits the ideas and opinions of others.
Growing the Business: Focuses efforts on managing work and key client relationships to exceed client expectations. Is aware of CLA services and begins to identify client needs.
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 kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. 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.
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.