Office Support Coordinator

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking an Office Support Coordinator (Service Processing Coordinator) in our Lakeland, FL office. This pivotal role will provide essential support to our service team leaders and play a crucial part in managing various business functions through marketing and administrative support activities.

How you’ll create opportunities in this Office Support Coordinator role:

• Front Office Administration: Answer phones, as needed (coordinate with other offices).

• Manage front desk hosting for clients and guests. Manage parking needs for guests.

• Coordinate all mailing including UPS and certified and add charges to billing system by client.

• Coordinate office maintenance and maintain production room including all supplies & copier needs.

• Assemble, mail, file, deliver, and e-file tax returns

• Prepare and e-file tax extensions

• Proactively manage database and workflow systems to ensure accurate maintenance of client data

• Set up new clients in multiple software systems

• Respond to client needs on behalf of tax teams as needed to assist in time and workflow management

• Participate in local, regional, and firmwide teams to serve our clients

• Tax form management, collect and process in a timely manner

• Prioritizes and is resourceful in completing tasks through multi-tasking and utilizing creative thinking

• Works well with time sensitive projects and adaptable to specific deadlines

• Leads with strong communication and demonstrates effective interpersonal skills

• Drives change and efficiencies within the team

• Completes and manages workflow functions with the ability to expand with experience

• Possesses strong technology skills with an ability to adapt to changes and new programs

• Understands and can support all administrative functions within a group and an office

• Produces quality, professional internal and client-facing documents

• Implements firm and office processes and procedures with direction from the Operations Director

• Proactively manages database and workflow systems to ensure accurate maintenance of client data

• Sets up new clients in multiple software systems

• Responds to client needs on behalf of various teams as needed to assist in time and workflow management

What you will need:

• 3 or more years of related administrative support experience required.

• High school degree or equivalent experience is required.

• Bachelor’s Degree is highly preferred.

• Intermediate to advanced level experience in Microsoft Office and Adobe products

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