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Tax Season Client Services Coordinator

Job in Maumee, Lucas County, Ohio, 43537, USA
Listing for: CliftonLarsonAllen Wealth Advisors, LLC
Seasonal/Temporary position Listed on 2026-11-06
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 23000 - 30000 USD Yearly USD 23000.00 30000.00 YEAR

Job Description & How to Apply Below

Clifton Larson Allen  Wealth Advisors, LLC seeks a Client Service Coordinator in our Maumee, OH office to support the tax season from January to April. You will assist Tax, Outsourcing, Assurance, and Digital teams with client requests, document processing, and workflow management.

Ideal candidates have 2 years of relevant experience, strong MS Office skills, and familiarity with CCH Pro System Fx . High school diploma required; associate or bachelor's preferred.

This role, Tax Season Client Services Coordinator at Clifton Larson Allen  Wealth Advisors, LLC, could be your next opportunity.

We would love to welcome a new Tax Season Client Services Coordinator to our group in Maumee, OH, United States.

For the Tax Season Client Services Coordinator position at Clifton Larson Allen  Wealth Advisors, LLC, we are reviewing applications now.

Step into the Tax Season Client Services Coordinator role at Clifton Larson Allen  Wealth Advisors, LLC in Maumee, OH, United States and grow with us.

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