Office Support Coordinator

4 weeks ago

Monticello, Minnesota, United States CliftonLarsonAllen Full time

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.

Our Perks:

  • Flexible PTO (designed to offer flexible time away for you)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

CLA is currently seeking an Office Support Coordinator (Service Processing Coordinator) to join our Tax practice in the Monticello, MN 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

#LI-MH2

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.

Click here to learn about your hiring rights.

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.

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.

EOE/AA Employer/Vets/Disability

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