The Client Delivery Services Coordinator – Tax is responsible for delivering administrative services to support the Tax client services teams and stakeholders. Works closely with the Client Delivery Services Manager to identify, respond to, and anticipate service delivery needs and process optimization opportunities. The Client Delivery Services Coordinator – Tax is an individual contributor role primarily responsible for executing tasks and processes related to the service needs of Tax client t... more details
Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. 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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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. Responsibilities The Client Delivery Services Coordinator – Tax is responsible for delivering administrative services to support the Tax client services teams and stakeholders. Works closely with the Client Delivery Services Manager to identify, respond to, and anticipate service delivery needs and process optimization opportunities. The Client Delivery Services Coordinator – Tax is an individual contributor role primarily responsible for executing tasks and processes related to the service needs of Tax client teams and stakeholders. Assemble tax returns and extensions Support the delivery of tax returns and extenstions E-file tax returns and extensions Provide GoFileRoom database support Maintain on and offsite client files Create and maintain workflows and support special projects for Tax teams Support tasks to maintain successful office operations Qualifications High school diploma required, associates degree preferred 3 to 5 years of relevant experience required Ability to demonstrate intermediate working knowledge of Microsoft Office Suite and meeting platforms Demonstrated analytical, organization, interpersonal, and critical thinking skills; ability to effectively prioritize obligations based on importance Ability to quickly learn and utilize new software platforms Ability to exercise confidentiality and discretion consistently Demonstrated ability to communicate clearly and concisely in a professional manner Ability to take direction, productively receive and apply feedback, and communicate support needs Demonstrated attention to detail and ability to anticipate and respond to service needs Ability to work independently and collaboratively in a team setting and support peers Additional Information For California, Colorado, New York and Washington: The compensation range for this role is $21.25 to $40.75 hourly. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-DW1
