Baker Tilly US

Client Operations Specialist – Managed Services

Baker Tilly US

full-time

Posted on:

Location Type: Remote

Location: Colorado • Florida • United States

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Salary

💰 $18 - $34 per hour

Job Level

Junior

About the role

  • Prepare, process, format, proofread, and finalize client deliverables (e.g., filings, financial documents, reports, presentations, and related materials) using firm-approved systems and standardized, centralized processes.
  • Ensure accuracy, completeness, timeliness, and compliance with firm quality control and documentation standards.
  • Support engagement workflows by tracking due dates, monitoring project status, and prioritizing assigned tasks to ensure timely completion.
  • Communicate proactively with client service team members regarding status updates, clarifications, and deadline considerations.
  • Maintain organized electronic files and engagement documentation in accordance with firm policies and regulatory requirements.
  • Coordinate file closing procedures and ensure proper retention and recordkeeping standards are followed.
  • Coordinate the production and distribution of client deliverables, including secure electronic delivery and, when applicable, printing, binding, and shipping.
  • Provide responsive administrative support to client service teams, anticipating needs, addressing routine questions, and helping facilitate a positive and professional client experience.
  • Execute responsibilities in alignment with centralized workflows and established procedures.
  • Follow established workflows and procedures; communicate potential issues or inefficiencies to leadership and suggest improvements when appropriate.
  • Perform additional responsibilities and special projects as assigned to support team and firm objectives.

Requirements

  • High school diploma or GED required; bachelor’s degree preferred.
  • Minimum of 1 year of related experience required.
  • Experience in a professional services, accounting, or tax environment preferred.
  • Strong customer service orientation with the ability to build and maintain positive working relationships with internal and external stakeholders.
  • Excellent verbal and written communication skills; ability to interact professionally with individuals at all levels of the organization.
  • Ability to handle confidential and sensitive information with discretion, integrity, and professionalism.
  • Strong attention to detail with the ability to follow established procedures, checklists, and guidelines accurately.
  • Effective problem-solving skills with the ability to identify issues and recommend practical solutions.
  • Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team setting.
  • Ability to quickly learn, adapt to, and navigate new technologies, software systems, and digital tools.
  • Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
proofreadingdocument formattingproject trackingfile closing proceduresrecordkeepingadministrative supportproblem-solvingattention to detailtime management
Soft Skills
customer service orientationcommunication skillsdiscretionintegrityprofessionalismorganizational skillsself-motivatedproactivecollaborative
Certifications
high school diplomaGEDbachelor's degree