[Remote] Client Operations Specialist - Tax

Note: The job is a remote job and is open to candidates in USA. Baker Tilly is a leading advisory, tax and assurance firm providing global financial services. The Client Operations Specialist role involves providing administrative and operational support to client service teams, ensuring timely delivery of client projects and maintaining quality standards.

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

Skills

• High school diploma or GED required; bachelor's degree preferred
• Minimum of 1 year of related experience required
• 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
• Experience in a professional services, accounting, or tax environment preferred

Company Overview

Company H1B Sponsorship