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Internal Operations Coordinator

2 months ago

Eau Claire, Wisconsin, United States CliftonLarsonAllen Full time

Job Summary:

We are seeking a highly organized and detail-oriented Internal Operations Intern to join our team at CliftonLarsonAllen. As an Internal Operations Intern, you will play a critical role in supporting our client serving professionals by assisting in the organization and processing of tax documents.

Key Responsibilities:

  • Document Management: Review and organize client tax documents to ensure accuracy and completeness.
  • Preparation and Routing: Assist in preparing tax information for routing to ensure timely delivery.
  • Tracking and Maintenance: Track and maintain current client documents to ensure compliance with regulatory requirements.
  • Scanning and Processing: Organize, scan, and process tax documents to ensure efficient and accurate processing.
  • Return Assembly: Assemble client tax returns according to established procedures to ensure accuracy and completeness.
  • Government Deadlines: Assist the team in meeting government deadlines to ensure timely delivery of tax returns.
  • E-Filing and Delivery: Perform e-filing and final delivery tasks to ensure accurate and timely delivery of tax returns.
  • Informational Documents: Prepare informational tax documents to support client serving professionals.
  • General Support: Provide general operational support as needed to ensure the smooth operation of our tax document processing team.

Requirements:

  • Education: Must be working towards a bachelor's degree in Accounting, Finance, or a related field.
  • Values: Demonstrate CLA values of curiosity, collaboration, transparency, inclusivity, and reliability.
  • Communication Skills: Possess strong communication and interpersonal skills to effectively interact with team members and clients.
  • Attention to Detail: Detail-oriented with a willingness to learn new technologies to ensure accurate and efficient processing of tax documents.
  • Technical Skills: Proficiency in Microsoft Windows and Office products to ensure efficient and accurate processing of tax documents.
  • Transportation: Valid transportation to ensure timely attendance and participation in team meetings and training sessions.

Wellness at CLA:

At CLA, we prioritize the well-being of our team members by offering comprehensive benefit options that cover physical, financial, social, and emotional aspects. We believe that a healthy and happy team is essential to delivering exceptional results and making a meaningful impact in the lives of our clients.