What are the responsibilities and job description for the Coordinator, Client Delivery Services position at Baker Tilly?
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:
The Client Service Delivery Coordinator – Tax is responsible for delivering administrative services to support the Tax client services teams and stakeholders. Works closely with the Client Service Delivery Manager - Operations to identify, respond to, and anticipate service delivery needs and process optimization opportunities. The Client Service Delivery Coordinator – Tax is an individual contributor role primarily responsible for executing tasks and processes related to the service needs of Tax client teams and stakeholders.
- 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
Qualifications
- 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
