Senior Executive Support & Operations Partner

Baker Tilly Advisory Group, LP; Dallas (TX); On-site; USD 37,000 - 55,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Senior Administrative Business Partner to provide advanced administrative support for principals and firm leaders. The role focuses on complex scheduling, travel planning, confidential communications, and coordinating with cross-functional teams in a high-demand environment.

The position operates onsite to support leadership needs and market growth across defined geographies.

Qualifications

• High school diploma or GED required; high school diploma preferred.
• 0-1 year(s) of relevant experience required, 5 to 8 years preferred.
• Advanced organizational and priority management skills including triaging requests and protecting executive time.
• Strong written and verbal communication skills including the ability to draft correspondence, materials, and talking points.
• High level of discretion and confidentiality in handling executive, client, and firm-sensitive information.
• Advanced proficiency in Microsoft Office Suite (especially Outlook & PowerPoint) and collaboration platforms such as Teams, SharePoint, and virtual meeting tools.
• Executive presence and interpersonal maturity to interact with senior leaders and external stakeholders.
• Ability to anticipate needs and solve problems with minimal direction in a fast-paced environment.
• Demonstrated ability to manage complex logistics, including domestic/international travel and multi-stakeholder scheduling.
• Project coordination capability, including task tracking, stakeholder follow-ups, and managing supporting documents.
• Ability to operate effectively in a matrixed and evolving organization, balancing firm standards with leader-specific needs.
• Strong judgment and situational awareness to determine when to elevate issues, reroute requests, or realign priorities.
• Able to work overtime as requested during peak seasons.

Responsibilities

• Dual role supporting both office operations and administrative leadership support.
• Leader Scheduling & Prioritization: Manage complex calendars; triage incoming requests; align scheduling with leader priorities.
• Leader Travel & Expense Management: Coordinate complex itineraries (multi-leg, international as applicable), handle changes, and manage expense submissions; highly prominent in geo support.
• Leadership Communications & Materials Support: Draft correspondence, talking points, and presentation materials; manage sensitive and confidential information; support leader messaging. Assist with the production of client deliverables, including client reports.
• Assist with client engagement set up and support activities as needed, such as new client acceptance, completion of vendor/due diligence forms, client relationship management data entry, engagement code setup, electronic file coordination, and billing assistance.
• Stakeholder Coordination & Meeting Support: For geo support: managing onsite and virtual leadership meetings, boardroom logistics, AV, catering, visitors, and event needs. For queue support: schedule onsite and virtual meetings and coordinate materials across stakeholders.
• Light Project / Initiative Coordination: Track tasks, gather status updates, maintain project documentation, and coordinate workflows with cross-functional stakeholders.
• Perform other duties as required and assigned.

Skills

Calendar management

Travel planning

Executive communications

Confidential information handling

Microsoft Office proficiency

Stakeholder coordination

Meeting logistics

Problem solving

Education

High school diploma or GED

Tools

Outlook

PowerPoint

Teams

SharePoint

Job description

Baker Tilly Advisory Group, LP seeks a Senior Administrative Business Partner to provide advanced administrative support for principals and firm leaders. The role focuses on complex scheduling, travel planning, confidential communications, and coordinating with cross-functional teams in a high-demand environment.

The position operates onsite to support leadership needs and market growth across defined geographies.