Client Operations Specialist - Managed Services

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 Operations Specialist provides administrative and operational support to client service teams to ensure the accurate and timely delivery of client projects and deliverables. This role supports engagement workflows through standardized, centralized processes, manages documentation and production activities, and helps maintain firm quality and compliance standards. The position contributes to team efficiency and a positive client experience through organization, attention to detail, and proactive communication.

Responsibilities:

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.

Qualifications:

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). Flexibility to work additional hours as needed to support business demands. Ability to travel up to 5% as needed. The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.