Temporary Client Operations Specialist - Tax

Baker Tilly is a premier advisory, tax, and assurance firm committed to delivering exceptional professional services to clients across the United States and around the globe. Headquartered in several major financial hubs including New York, London, San Francisco, Los Angeles, Chicago, and Boston, Baker Tilly stands as a pivotal partner to businesses requiring deep expertise in financial and business advisory. As a leading independent CPA firm, Baker Tilly US, LLP along with Baker Tilly Advisory Group, LP offer a comprehensive range of services, from attest and assurance services to tax and business advisory solutions. This expansive network spans 141 territories worldwide with 43,000 professionals generating a combined revenue of $5.2 billion, demonstrating the firm’s strong presence and influence in the accounting and advisory industry.

At Baker Tilly, diversity, inclusion, and equal opportunity are core to the company’s values. The firm ensures an equitable work environment, where qualified applicants receive employment consideration regardless of race, color, religion, gender, national origin, or any legally protected status. In addition to fostering an inclusive culture, Baker Tilly maintains compliance with professional ethical standards such as those outlined by the AICPA Code of Professional Conduct.

The role being offered is a temporary position focused on providing vital support in the preparation, processing, and review of client deliverables, essential for both internal teams and external regulatory filings. This position requires an individual who excels in organizational skills, technical proficiency, and communication. The successful candidate will work under tight deadlines and manage multiple assignments, balancing quality, compliance, and accuracy rigorously. They will handle deliverables like tax returns and extensions, ensuring every document is prepared with the highest standards of proofreading, validation, and formatting.

The Specialist will play a key role in managing workflows that comply with internal policies and government regulations, collaborating across teams and adapting quickly to shifting priorities. Commitment to follow-through and proactive communication are vital facets of this role. This opportunity offers candidates exposure to working within a dynamic professional services environment, honing skills in compliance, client service, and technical document management.

Candidates should expect to utilize Microsoft Office tools such as Word, Excel, PowerPoint, and Outlook daily, underscoring the importance of proficiency in modern office software. The position values attention to detail and the initiative in continual learning to elevate service quality. Communication skills, analytical problem-solving capabilities, and discretion with confidential information complete the profile of an ideal candidate. While this role may require occasional overtime and limited travel (approximately 5%), it provides a solid entry or growth opportunity within a respected firm noted for professional development and comprehensive compensation packages.

The pay rate for this position ranges from $18.00 to $34.10 hourly, reflective of various factors including experience, qualifications, and geographic location. Candidates are invited to join a highly reputable organization that offers extensive support for career growth, balanced with a strong commitment to client satisfaction and professional integrity.