Seasonal Office Support Coordinator

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.

CLA is currently seeking a Seasonal Office Support Coordinator (Service Processing Coordinator) in our Green Bay, WI 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 Seasonal 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

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

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