Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Are you ready for a new challenge where no day is the same?

Do you want to use your organizational skills and customer service experience in a professional setting?

If yes, consider joining Baker Tilly as an Operations Coordinator. In this role, you will provide a wide range of operational support services including billing, financial reporting, resource scheduling, onboarding/training, and support with additional ad hoc internal projects and initiatives as they surface. Through day-to-day activities and project-based assignments, this role will provide exposure, insight, and experience in a variety of functional areas to foster professional and personal growth. Come and join a collaborative team where we can help you grow your skills, hone your expertise and provide the flexibility to allow for a healthy work/life balance!

You will enjoy this role if:

• You enjoy working in a fast paced environment and crave variety where no day is the same

• You are highly organized, detail oriented, and enjoy supporting a team of people in order to provide top notch client service

• You want to grow professionally and develop your operational skills to build a career with endless opportunities now, for tomorrow

What you will do:

• Provide Quality Management (QM) team support with guidance from the Practice Ops Leader to ensure that standard operating procedures are followed for the success of the business.

• Effectively manage the internal Ops components of the Engagement Management Lifecycle (EML) that includes management of new clients and projects, the use of Salesforce, Client Acceptance Project Setup, Independence Tracking, Conflict Checks, Legal Documentation, Project Budget Application Management, Client Care Data Management Upkeep, Project Closeout, and related Reporting.

• Lead Client Delivery team members and Client Success Managers (CSM) onboarding and trainings.

• Assist Client Delivery team members and CSMs with resolving ad hoc operational support questions with a focus on internal systems, including but not limited to Salesforce, STAR, Chrome River, SharePoint, etc.

• Assist with data entry upkeep, reporting, and management of Salesforce pipeline opportunities and existing Client Care projects for budget forecasting purposes.

• Development / Management of MS Team sites and other business support portals including tools, templates, and standard operating procedures / documents utilized by teams.

• Execution and management of vendor invoices, ensuring invoices are processed through firm AP portal

• Other special projects and operational tasks may include ad hoc research, reporting, support of offices services, and special projects with guidance from the Practice Ops Leader. (e.g. system reporting, strategic initiatives to help with operational efficiency and effectiveness for internal support and client delivery)

Successful candidates will have:

• Minimum of three (3) years of operational support experience; prior experience in a professional services organization preferred

• Intermediate working knowledge of MS Office Suite (Outlook, Word, PowerPoint, etc.)

• Experience working with communication / presentation platforms (MS Teams, Zoom, etc.)

• Salesforce, Ignition, STAR, Chrome River, Esker, Power BI, Prostaff experience preferred

• Ability to work effectively in a team environment and with all levels

• Demonstrated analytical, organization, interpersonal, and critical thinking skills; ability to effectively prioritize obligations based on importance

• Self-starter with initiative. Ability to work independently (with overtime) when necessary

• Ability to demonstrate integrity and respect within a professional environment. Maintain a professional demeanor at all times and use discretion in preserving confidentiality when appropriate

• Excellent written and verbal communication and collaboration skills

• Keen sense of accuracy and attention to detail