Sr. Administrative Business Partner - GEMS

Baker Tilly Advisory Group, LP; Janesville (WI); On-site; USD 31,000 - 52,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States seeks a Senior Administrative Business Partner - GEMS who supports Senior Managers and Directors in a fast-paced, virtual environment. You will manage travel, expenses, client setup, and prepare business materials while maintaining confidentiality and high service levels.

This role emphasizes initiative, prioritization, and teamwork across a matrixed organization, with opportunities to train others and contribute to ongoing projects.

Qualifications

• 1+ year of relevant experience required, 5–8 years preferred.
• Advanced organizational and priority management skills.
• Strong written and verbal communication with stakeholders.
• High level of discretion and confidentiality handling sensitive information.
• Proficiency in Microsoft Office Suite and collaboration tools (Teams, SharePoint, and virtual meeting tools).

Responsibilities

• Coordinate travel logistics including flights and hotels using the firm platform.
• Manage expenses and coding, and ensure compliance with firm policies.
• Assist with client engagements setup and onboarding including data entry and vendor due diligence forms.
• Draft and finalize business correspondence such as proposals and contracts.
• Monitor deadlines including tax due dates and coordinate related tasks.
• Create PowerPoint presentations using branded templates.
• Provide NASBA CPE support documentation for team learning.
• Collaborate with internal teams to manage workflow and onboarding of new members.
• Support additional duties and special projects as assigned.

Skills

Microsoft Office

Communication skills

Discretion & confidentiality

Executive presence

Project coordination

Queue-based support

Education

High school diploma or GED

Tools

Outlook

Excel

PowerPoint

Teams

SharePoint

Job description

Overview

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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.

Job Description:

The Senior Administrative Business Partner - GEMS plays a key role in supporting the firm's Senior Managers and Directors by handling various administrative duties through a queue-based support model known as Global Engagement & Management Support (GEMS). This position requires strong independent judgment and the ability to effectively prioritize, organize, and manage a diverse workload in a fast-paced, virtual work environment. The Sr. ABP - GEMS is flexible, proactive and resourceful, while maintaining client and stakeholder confidentiality, and a high-level of customer service and responsiveness.

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 elevate issues, reroute requests, or realign priorities


• Able to work overtime as requested during peak seasons

Compensation & Benefits

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