Baker Tilly US

Client Operations Specialist – Tax

Baker Tilly US

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

Assembly

About the role

  • 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

Requirements

  • High school diploma required, associate or bachelor's degree preferred
  • 3 to 5 years of relevant experience required
  • Minimum of three (3) years of operational support experience with prior experience in a professional services organization preferred
  • Intermediate ability to utilize Microsoft Office Suite applications with minimal guidance and support
  • Experience working with communication / presentation platforms (Teams, Zoom, etc.)
  • Salesforce, Prostaff, STAR, Esker experience preferred
  • 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
Benefits
  • Health insurance
  • Paid time off
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax return assemblyefile servicesadministrative servicesworkflow creationoperational supportanalytical skillsorganization skillscritical thinking
Soft Skills
communicationinterpersonal skillsattention to detailinitiativeautonomyteam collaborationtraining and development
Certifications
high school diplomaassociate degreebachelor's degree