Senior Administrative & Programs Partner

Baker Tilly Advisory Group, LP; Chicago (IL); On-site; USD 32,000 - 52,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Chicago seeks a detail‑oriented project coordinator to support client engagement setup, travel logistics, and daily operations within a collaborative, matrixed professional services environment.

You will manage expenses, draft letters and proposals, track deadlines, prepare branded PowerPoint decks, and assist with onboarding and team training, all while maintaining discretion and confidentiality.

Qualifications

• High school diploma or GED required; higher education preferred.
• 1+ year of relevant experience required; 5–8 years preferred.
• Strong organizational and priority management skills.
• Excellent written and verbal communication with stakeholders.
• High discretion and confidentiality with sensitive information.
• Proficiency with MS Office and collaboration platforms.

Responsibilities

• Coordinate travel logistics, booking flights, hotels, and other arrangements.
• Expense management: prepare and submit expenses per firm policies.
• Assist with client engagement setup and support activities, such as new client acceptance, client relationship management data entry, completion of vendor/due diligence forms, and electronic file coordination.
• Draft, format, and finalize business correspondence including proposals, engagement letters, and contracts.
• Deadline management to include updating and monitoring tax due date reporting.
• Create and/or format PowerPoint presentations using firm branded templates.
• Provide CPE support through the completion of NASBA-required CPE paperwork for team learning.
• Leverage internal network and teams to effectively manage workflow.
• Participate with onboarding of new GEMS team members and continuous team training.
• Other duties and special projects as assigned.

Skills

MS Office

Communication

Organization

Discretion

Team collaboration

Education

High school diploma or GED

Tools

Outlook

Excel

PowerPoint

Teams

SharePoint

Video conferencing

Job description

Baker Tilly Advisory Group, LP in Chicago seeks a detail‑oriented project coordinator to support client engagement setup, travel logistics, and daily operations within a collaborative, matrixed professional services environment.

You will manage expenses, draft letters and proposals, track deadlines, prepare branded PowerPoint decks, and assist with onboarding and team training, all while maintaining discretion and confidentiality.