Temporary Client Operations Specialist - Tax

Baker Tilly US; Appleton (WI); On-site; USD 24,796 - 46,838; Full time

Job summary

Baker Tilly US is seeking an entry-level professional to support delivery of client tax and assurance work. The role involves preparing and editing client documents, using standard software, and ensuring accuracy and timeliness.

The Successful Candidate Will Have strong communication, attention to detail, and the ability to prioritize in a fast-paced environment. Some overtime and travel may be required.

Qualifications

• High school diploma or GED required; diploma preferred.
• Minimum of 1 year of related experience; professional services preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Strong organizational skills and ability to meet deadlines.

Responsibilities

• Process, create, edit, and format client deliverables, including software setup and delivery.
• Review, proofread, and validate deliverables for accuracy and quality.
• Plan and manage work 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

Verbal and written communication

Analytical and problem-solving

Attention to detail

Time management

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.

Responsibilities

• Process, create, edit, and format client deliverables (e.g., tax returns, extensions, etc.) including software 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 elevate 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.
• Ability to travel as needed, approximately 5%.

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.

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 $18.00 to $34.10