CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
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 a Seasonal Office Support Coordinator (Service Processing Coordinator) in our Stevens Point, WI 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 Seasonal 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
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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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
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What We Do
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 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.
