Temporary Client Operations Specialist - Consulting

Baker Tilly; United States; Remote; USD 23,000 - 36,000; Full time

Job summary

Baker Tilly in the United States is seeking a detail‑oriented professional to prepare, process and review client deliverables in support of internal teams. The role emphasizes strong organization, accuracy and timely communication while balancing multiple deadlines.

Responsibilities include creating and editing deliverables, proofreading for quality standards, and coordinating workload to meet client and internal timelines. Overtime may be required as workloads peak.

Qualifications

• High school diploma or GED required, associates or higher preferred.
• Minimum of 1 year related experience; professional services background preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Strong attention to detail and timely, accurate work delivery.
• Able to take initiative, learn new skills and handle confidential information.

Responsibilities

• Process, create, edit, and format client deliverables (contracts, reports, etc.).
• Review and validate deliverables for accuracy and compliance with standards.
• Plan and manage workload to meet deadlines with proactive status updates.
• Follow through on commitments and escalate issues as needed.
• Support special projects and seasonal tasks as assigned.

Skills

Organizational skills

Attention to detail

Communication skills

Problem-solving

Education

High school diploma or GED

Tools

Microsoft Office

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. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

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:

Responsibilities

This position is responsible forpreparing, processingand reviewingaccurate and timely client deliverablesin support of internal teams. Specialistsdisplay strong organizational, technical and communicationskillsto execute work in accordance with quality and compliance standardswhile balancing multiple responsibilities and deadlines.The role requires consistentfollow 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.
• Followthrough oncommitments, identify issues and escalateto support timely and accurate delivery.
• Support special projects, seasonal tasks and otherneeds asassigned.

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.