Sr. Administrative Business Partner - GEMS

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 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.

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

The pay rate range for this job position is $22.50 to $37.75. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.

Responsibilities

• Coordinate travel logistics, including booking flights, hotels, and other arrangements through the firm’s travel platform
• Expense management: prepare and submit expenses ensuring compliance with firm policies; invoice coding and routing
• Assist with client engagement set up 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

Qualifications

• High school diploma or GED required, high school diploma preferred
• 1+ year(s) of relevant experience required, 5 to 8 years preferred
• Advanced organizational and priority management skills
• Strong written and verbal communication skills, including the ability to communicate effectively with stakeholders and internal clients
• High level of discretion and confidentiality in handling client and firm-sensitive information
• Advanced proficiency in Microsoft Office Suite (especially Outlook, Excel and PowerPoint) and collaboration platforms such as Teams, SharePoint, and virtual meeting tools
• Executive presence and interpersonal maturity to interact with leaders and internal stakeholders
• Project coordination capability, including managing multiple tasks and follow-ups through to completion
• Operational discipline & systems management, including working in queue-based ticket platform (FIFO), knowledge assets, and support SLAs and process adherence
• Ability to operate effectively in a matrixed and evolving organization, ensuring compliance with firm standards
• Strong judgment and situational awareness to determine when to escal…
• Ability to work overtime as requested during peak seasons

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.