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Licensing Coordinator
CliftonLarsonAllen
Minneapolis, MN, United States
Job Details - this job has expired, please see similar jobs below
Description
**This is a temporary need*** The Licensure and CPE Coordinator focuses on coordinating CPE monitoring (including maintenance of data in registration system, CPE coding, data entry, electronic filing, and preparation of audits), firm and individual licensure application & renewal, and other compliance monitoring such as AICPA and PTIN renewals. This role involves heavy client service responsibilities, understanding of CPE and licensure rules, and a strong attention to detail and quality.
Responsibilities
• Coordinating CPE Monitoring: S/he is responsible entering CPE data into the firm’s compliance tracking system. Coding CPE documentation for data entry. Contacting the L&D team, Marketing, and employees for additional documentation when needed. Responding to inquiries and requests regarding CPE status.
• Coordinating Licensure: S/he creates and maintains efficient licensure processes. Responds to inquiries and request regarding licensure application and renewal status. Completes licensure applications for employees. Coordinates licensure renewals for all CPA’s. S/he files electronic copies of licensure documentation.
• Coordinating Individual Compliance: S/he coordinates renewal of membership in the AICPA, as well as annual renewal of PTINs with the IRS.
• Technical Competencies: Highly proficient in Microsoft Word, PowerPoint, Excel, and Outlook.
Requirements
Requirements
• Experience: 2 years experience in database management, Excel, and customer service.
• Education: None required
• Certifications/Licenses: None required