We are seeking an Administrative Assistant , known internally as a Service Processing Coordinator, for our Phoenix office . The Service Processing Coordinator provides support to the client serving teams by conducting specific services activities. The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position, but are not all inclusive. Other activities may be assigned.
Internal Support: Proactively support team leader in managing the tax and/or assurance practice.
Assurance: S/he rolls forward binders in ProFx. Roll-forward audit worksheet for common audit areas with roll-forward data. May send 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: May assemble financial statements, management letters, engagement letters, and reports for staff. Proofreads and coordinates the assembly of client financial statements.
External Support: 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.
Operations Support: Works as part of a team to support the entire office. Provides back up to other internal operations team members as needed.
Internal Operations Team: May have accountabilities across other internal operations roles.
Internal Number: 18-0379
About CliftonLarsonAllen LLP
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 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, disa...bility status, protected veteran status, national origin, or any other characteristic protected by law.