• Office Support Coordinator (SPC - Tax)

    CLA (CliftonLarsenAllen LLP) Novato
    Job Description

    At CLA, we create inspired careers. We want to know you, but also help you grow your career! CLA is seeking to hire a Office Support Coordinator (Service Processing Coordinator) to join our Internal Operations team in Novato, CA.

    The Office Support Coordinator works directly with client serving teams in Novato as well as with a regional/national team of Internal Operations professionals.

    If you are looking for a fulfilling opportunity, enjoy multitasking and working with multiple people, we should talk! You will perform the following responsibilities:

    As an Office Support Coordinator within our Internal Operations Team, you will perform the following:

    Job Responsibilities:
    • Make excellent first, second, and third impressions with our clients by being friendly, helpful, and responsive when they call or visit the office
    • Assemble, deliver, and e-file tax returns
    • Prepare engagement agreements for clients
    • Prepare and e-file tax extensions
    • Prepare and deliver tax organizers to clients
    • 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
    • Provide general office support by covering the front desk and maintaining the breakroom/supply room during breaks/vacation
    • Must be comfortable working with computers/technology to complete assigned work, able to learn new software
    • Proficient to Strong with Windows and Microsoft Office Suite, specifically Word, Excel and Outlook
    • Excellent client service skills
    • Must maintain client confidentiality
    • Must be able to work independently and within a team environment
    • Thrive in a deadline-driven environment
    • Able to handle multiple projects/tasks simultaneously
    • Self-motivated
    • Enjoys the challenge of identifying and finding solutions
    • Office management, a plus
    Education and Experience preferred or required:
    • 3 or more years of related experience
    • High school degree or high school equivalency. Associate or Bachelor's degree, a plus
    • Professional services industry experience, a plus
    • Travel expected less than 10%
    • Reliable transportation required
    What CLA can offer you!
    • Wellness programs to support physical, financial, social, and emotional health
    • Robust insurance options (medical, dental, vision, emotional)
    • 401K Matching
    • 9 paid holidays
    • 120 hours paid time off
    • 20 hours paid for community service outreach
    • Continuing education, training, and resources

    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.
    Click here to learn about your hiring rights.

    Contact Information
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