CLA is seeking to hire a Service Processing – Office Coordinator who possesses strong oral and written communication skills and adaptability. The position is based in Yakima, WA.
We look to hire people who are excellent at what they do and have a positive attitude of serving the client’s needs. We are a firm that values a diversity of ideas and experiences in an atmosphere that is collegial, informal and open.
This individual would provide support to the tax practices by conducting service-specific activities. The successful candidate will support the team across Central WA in all aspects of the work. If you are interested in learning more, APPLY today!
-Internal Operations Support: Proactively support team leaders in managing tax practices. Provide back up to other internal operations team members during peak seasons, and as needed. Accountabilities across other internal operations roles are expected.
-Tax: Involvement in various responsibilities relating to the tax process including preparing and mailing tax organizers, organizing and scanning client documents, assembling final tax returns and preparing extensions. Assist with managing client deadlines and reporting through CCH Axcess Document and Axcess Tax to ensure no deadlines are missed. Proactively manage database and tasks to ensure accurate maintenance of client data in STAR and XCM.
-Client Documents: Process client source documents, provide completed returns and instructions to client for completion of DocuSign process. Ensure the collection of authorization forms (8879) from clients before tax returns are released. Respond to client needs on behalf of tax team, as needed, to assist in time and workflow management.
Experience and Education Requirements:
-Experience: Minimum of three years of administrative experience. Professional services support experience, a plus.
-Education: High school degree or high school equivalency required. Associates or Bachelors degree, a plus.
-Certifications/Licenses: MS Office and Adobe certifications, a plus. A high level of proficiency is essential.
Exceptional Service-Focused Mindset
Why CLA! Inspired Career – we want to know & help you!
-401(k) matching / Retirement plan / Insurance (medical, dental, and vision)
-Disability insurance / Employee assistance program(s)
-Corporate employee discount / Flexible spending account
-Paid time off (personal vacation) / Nine paid holidays / Two paid floating holidays
-Professional development support & resources / Referral program
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
Location: Yakima, Washington
Application Method: Email
Base Pay: DOQ