Client Services Coordinator II - State and Local Tax Niche

At Clark Nuber, we are on the lookout for individuals who are not just organized and detail-oriented, but who also exhibit flexibility, enthusiasm, confidence, and a knack for positive interactions. Your exceptional communication and business writing skills will be key in this role. Accuracy and a methodical approach are vital, as the work you do directly impacts our clients.

A Client Services Coordinator collaborates to streamline workflows and manage the task queue for client engagements. You will become an integral part of a diverse and dynamic team, where your ability to work with various personalities, adapt to different styles, and maintain a positive attitude will be highly valued. If you are ready to take on this rewarding challenge and contribute to our esteemed team at Clark Nuber, we would be excited to hear from you. Join us in our commitment to excellence and become part of a firm that not only values your skills but also fosters your professional development.

Once fully trained, a hybrid schedule is an option to consider but you will still be required to be in the office weekly for at least 2 days a week. Normal work hours are Monday-Friday 8am to 5pm with some flexibility on the start time.

You will work as a team with state and local tax clients and shareholders to:

• Monitor, resource, and track projects for tax clients including scheduling, timing, action plans, updating of client and internal trackers, tracking of workflow through entire cycle, and communicating progress to team members.

• Manage the administrative process of a project including planning, conflict checks, budgeting, resource management, engagement initiation, and deliverable development.

• Collaborate with engagement managers to confirm scope requirements, determine key performance metrics, generate forecasts, and track profitability.

• Monitor administration of controls in the project/engagement process to ensure all relevant controls are performed for each engagement throughout project lifecycle.

• Assist with research and developing of tools, templates, and processes for project planning and execution.

• Create and maintain project management procedures to support the success of the full project lifecycle from initiation to close.

• Prepare client service agreements for distribution to clients and track status.

• Monitor new entity checklists and follow-up as necessary.

• Create and/or update scheduling spreadsheets and roll forward Provided by Client lists (PBC).

• Help monitor tax compliance and coordinate with tax administrative assistants.

• Assist in the multistate sales tax and Washington B&O tax compliance process by:

  • Preparing client tax registration documents,

  • Communicating with clients regarding supporting documentation,

  • Preparing draft client work papers and returns on a monthly, quarterly, and annual basis,

  • Performing basic account reconciliation procedures, and

  • Utilizing and maintaining sales tax software and log-in information.

• Update CRM and keep projects moving in system as needed.

• Schedule weekly check-in meetings with managers and shareholders.

• Meet regularly with tax shareholders to adjust ongoing task list as needed.

• Arrange and attend internal practice development and production meetings.

• Compile client presentation and other meeting materials.

• Print, bind, and deliver highlighted forms, schedules, and instructions as needed.

• Communicate weekly with and back up other client service coordinators within the firm when required.

• Complete special projects and other duties as assigned by the Shareholders and Managers to support the needs of the organization.

Education:  High school diploma; or a combination of education and directly related work experience.

Experience:  3+ years’ experience in project coordination or financial controls and progressively increase the level of assistance to multiple constituents. Previous professional services company experience preferred.

Pay Rate Range: $32.16 per hour minimum to $48.25 per hour maximum pay range

Benefits: Clark Nuber provides fully paid insurance (medical, dental, vision, life, short-term & long-term disability, and AD&D) for employees, with subsidized dependent coverage. The firm grants paid parental leave, 11 holidays, and encourages up to 4 weeks of flexible time off annually. Committed to professional growth, Clark Nuber offers various learning opportunities, including licensing, certifications, tuition, and association fees. Benefits also include a 401k, profit-sharing plans, and more.

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices.

Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

This position is open until filled and you can apply by clicking the APPLY button and completing the online application.