Baker Tilly is hiring a Client Operations Specialist - Tax

Baker Tilly is looking for a Client Operations Specialist - Tax to deliver critical administrative services that support our Tax client services teams and stakeholders. In this role, you will work closely with the Client Service Delivery Manager - Operations to identify and respond to service delivery needs while finding opportunities to optimize processes.

What You'll Do

• Deliver tax return and extension assembly and efile services
• Deliver administrative services to support Tax leadership and client delivery teams
• Maintain on and offsite client files
• Create and maintain workflows and support special projects for Tax teams
• Support tasks to maintain successful office operations

What We're Looking For

• High school diploma
• 3 to 5 years of relevant experience
• Minimum of three (3) years of operational support experience
• Intermediate ability to utilize Microsoft Office Suite applications with minimal guidance and support
• Experience working with communication / presentation platforms like Teams and Zoom
• Ability to communicate in a clear and concise manner effectively and proactively with keen sense of accuracy and attention to detail
• Ability to share knowledge and assist with the training and development of new team members
• Demonstrated analytical, organization, interpersonal, and critical thinking skills; ability to effectively prioritize obligations based on importance
• Ability to take initiative, work autonomously, and collaboratively in a team setting

Nice to Have

• Associate or bachelor's degree
• Prior experience in a professional services organization
• Experience with Salesforce, Prostaff, STAR, or Esker

Technical Stack

• Microsoft Office Suite
• Teams
• Zoom
• Salesforce
• Prostaff
• STAR
• Esker

Team & Environment

You will work closely with the Client Service Delivery Manager - Operations to identify and anticipate service delivery needs.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.