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Service Processing Coordinator
CliftonLarsonAllen
Champaign, IL, United States
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The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
• Internal Support: Proactively support team leader in managing one of the following services: tax, bizops and/or assurance practices.
• Tax: S/he is involved in one or more 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. S/he manages client deadlines and all reporting through GoFileRoom and CCH ProSystemFx to ensure no client deadlines are missed. Proactively manage database and workflow systems to ensure accurate maintenance of client data. Responsible for tracking and managing all tax eFile deadlines for the local office. E-file form management, ensuring all forms are collected and processed timely, and proactively engaging office paraprofessionals to assist with peak filing deadlines.
◦ Client Documents: Process client source documents, provide completed returns and instructions to client for completing workflow 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.
• Assurance: S/he rolls forward binders in ProFx. Roll-forward audit worksheet for common audit areas with roll-forward data. Sends final adjustments and trial balances to the client. Ensures clients’ internal financial statements ties to our final audit. Updates board presentations in PowerPoint for audits and proposals. Prepares client engagement letters, reports and other letters upon request. Coordinates internal/external meetings and supports monthly industry reporting.
◦ Client Documents: Proofreads and coordinates the assembly of client financial statements, management letters, engagement letters and reports for staff. Coordinate delivery of final assurance documents via hard copy or electronic documents. Respond to client needs on behalf of the assurance team as needed to assist in time and workflow management.
Outsourcing: S/he is involved in one or more various responsibilities related to BizOps, Global Services, Specialized Advisory Services, CLA Search, including engagement letters and assisting with client deliverables, such as technology setup, if needed. Assists with drafting monthly bills for principal review and coordinating CRM tracking for business development. Provide general internal and external support for Outsourcing teams, and their clients, for multiple office locations.
◦ Client Documents: Draft engagement letters, creating 1099s or other reporting forms as needed, draft and deliver client invoices and other client deliverables as needed.
• Internal Operations Team: Support and provide back up to other internal operations team during peak busy seasons, and as needed. May have accountabilities across other internal operations roles.
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