Temporary Client Operations Specialist - Consulting

Baker Tilly Advisory Group, LP; Indianapolis (IN); Remote; USD 23,000 - 36,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an administrative professional to support internal teams with client deliverables, scheduling and document management. The role emphasizes accuracy, timely communication and collaboration in a fast-paced professional services environment.

The successful candidate will have a high school diploma or GED, at least 1 year of related experience, and proficiency with Microsoft Office.

Qualifications

• High school diploma or GED required; a diploma is preferred.
• Minimum of 1 year of related experience; experience in a professional services environment preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Strong attention to detail and commitment to accuracy in a timely manner.
• Takes initiative to develop technical skills with guidance.
• Analytical and problem-solving abilities; effective in confidential contexts.
• Possibility of overtime hours during busy periods.

Responsibilities

• Prepare, process and review accurate client deliverables (contracts, reports, etc.).
• Review, proofread and validate deliverables for quality and compliance.
• Plan, prioritize and manage work to meet deadlines; communicate status and questions.
• Collaborate with internal teams and escalate issues to ensure timely delivery.
• Support special projects and seasonal tasks as needed.

Skills

Microsoft Office

Attention to detail

Organizational skills

Communication skills

Education

High school diploma or GED

Tools

Word

Excel

PowerPoint

Outlook

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. 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.

Job Description: Responsibilities

This position is responsible for preparing, processing and reviewing accurate and timely client deliverables in support of internal teams. Specialists display strong organizational, technical and communication skills to execute work in accordance with quality and compliance standards while balancing multiple responsibilities and deadlines. The role requires consistent follow through, collaboration, and the ability to adapt to changing priorities. Process, create, edit, and format client deliverables (e.g., contracts, reports etc.) including client setup, maintenance and delivery. Review, proofread, and validate deliverables to ensure accuracy, completeness, consistency, and adherence to all applicable quality control and compliance standards. Plan, prioritize, and manage work to meet client, internal and external deadlines, including proactive communication of status, timeliness and workflow questions. Follow through on commitments, identify issues and escalates appropriately to support timely and accurate delivery. Support special projects, seasonal tasks and other needs as assigned. The successful candidate will have: High school diploma or GED required, high school diploma preferred. Minimum of 1 year of related experience required; experience in a professional services environment preferred Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook) Strong attention to detail, commitment to producing accurate work in a timely manner, incorporating feedback to continuously improve quality Takes initiative to develop technical skills and apply knowledge with support and direction Proven commitment to providing exceptional client service Strong organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment Strong verbal and written communication skills Analytical and problem-solving skills Ability to handle sensitive situations and confidential information with discretion May require some overtime hours The pay rate range for this job position are listed below. 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. The national pay rate range is $17.00 - $26.25/hour.

#LI-Remote #LI-AC1 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. 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. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the "Contact Us" feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.