Client Operations Specialist - Tax

Baker Tilly

6d

About The Position

The Client Operations Specialist - 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.

Requirements

• 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

Nice To Haves

• associate or bachelor's degree preferred
• prior experience in a professional services organization preferred
• Salesforce, Prostaff, STAR, Esker experience preferred

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED