Licensure & CPE Coordinator

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

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.

Our Perks:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

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.

The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.

• Coordinating CPE Monitoring: S/he is responsible for entering high volume of CPE data into the firm's compliance tracking system. Coding CPE documentation for data entry. Contacting employees for additional documentation when needed. Responding to inquiries and requests regarding CPE status. Prepare CPE audits. Set up new hires with CPE tracking and communicate requirements to them.
• Coordinating Client CPE: Working with Marketing and FMRs to ensure high volume of client-facing thought leadership is CPE compliance; issues CPE to clients/prospects.
• Coordinating License renewal: Working with Licensure & CPE Associate to renew individual CPA licenses correctly and on time.
• Compliance project management
• Analyze data & research accuracy of database information
• Communicate research findings

Requirements:

• Experience: Minimum 2 year of database management, excel & customer service
• Technical Skills: Highly proficient with Microsoft (MS) Windows software and office products including Microsoft Word, Excel, PowerPoint and Outlook
• Education: High School Diploma or equivalent
• No license or certificate required
• Ability to work independently and ask questions when necessary

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.