Temporary Client Operations Specialist - Tax

Baker Tilly Advisory Group, LP; Phoenix (AZ); On-site; USD 24,796 - 46,838; Full time

Job summary

Baker Tilly Advisory Group, LP in Phoenix seeks a detail-oriented professional to support tax deliverables and regulatory filings within a collaborative advisory environment.

You will prepare and review tax returns, manage software configurations, and ensure quality control while meeting deadlines. The role offers growth in a respected firm and opportunities for overtime travel as needed.

Qualifications

• High school diploma or GED required; high school diploma preferred.
• Minimum of 1 year related experience; experience in a professional services environment preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent attention to detail and commitment to producing accurate work promptly; ability to incorporate feedback for continuous improvement.
• Strong initiative to develop technical skills and apply knowledge with guidance.
• Demonstrated commitment to exceptional client service.
• Effective organizational skills with the ability to prioritize assignments and manage competing deadlines in a fast-paced environment.
• Strong verbal and written communication skills.
• Analytical and problem-solving abilities.
• Capability to handle sensitive and confidential information with discretion.
• Willingness to work occasional overtime and travel up to 5% as needed.

Responsibilities

• Prepare, process, and review accurate and timely client deliverables, including tax returns, extensions, and other regulatory filings.
• Maintain and set up software for client deliverables, ensuring proper configuration and secure delivery.
• Proofread, validate, and execute quality control checks to guarantee accuracy, completeness, consistency, and compliance with all quality control and regulatory standards.
• Plan, prioritize, and manage workload to meet client, internal, and external deadlines, communicating status and any workflow questions proactively.
• Identify issues and appropriately raise escalations to support timely and accurate delivery.
• Support special projects, seasonal tasks, and additional needs as assigned.

Skills

Attention to detail

Client service

Communication skills

Time management

Analytical thinking

Discretion

Education

High school diploma or GED

Tools

Microsoft Office

Excel

Word

PowerPoint

Outlook

Job description

Overview

BakerTilly is a leading advisory, tax, and assurance firm with a global presence across major U.S. financial centers and international locations. The firm delivers professional services within an alternative practice structure that complies with the AICPA Code of Professional Conduct, applicable laws, regulations, and professional standards.

Responsibilities

• Prepare, process, and review accurate and timely client deliverables, including tax returns, extensions, and other regulatory filings.
• Maintain and set up software for client deliverables, ensuring proper configuration and secure delivery.
• Proofread, validate, and execute quality control checks to guarantee accuracy, completeness, consistency, and compliance with all quality control and regulatory standards.
• Plan, prioritize, and manage workload to meet client, internal, and external deadlines, communicating status and any workflow questions proactively.
• Identify issues and appropriately raise escalations to support timely and accurate delivery.
• Support special projects, seasonal tasks, and additional needs as assigned.

Qualifications

• High school diploma or GED required; high school diploma preferred.
• Minimum of 1year related experience; experience in a professional services environment preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent attention to detail and commitment to producing accurate work promptly; ability to incorporate feedback for continuous improvement.
• Strong initiative to develop technical skills and apply knowledge with guidance.
• Demonstrated commitment to exceptional client service.
• Effective organizational skills with the ability to prioritize assignments and manage competing deadlines in a fast‑paced environment.
• Strong verbal and written communication skills.
• Analytical and problem‑solving abilities.
• Capability to handle sensitive and confidential information with discretion.
• Willingness to work occasional overtime and travel up to 5% as needed.

Compensation & Benefits

Hourly pay range: $18.00 to $34.10. BakerTilly offers a comprehensive compensation and benefits package to eligible employees.

Equal Employment Opportunity

BakerTilly 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.