Client Operations Specialist - Tax jobs in United States
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Baker Tilly · 1 month ago

Client Operations Specialist - Tax

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Client Operations Specialist - Tax is responsible for delivering administrative services to support the Tax client services teams and stakeholders, ensuring the smooth operation of tax-related tasks and processes.

AccountingConsulting
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H1B Sponsor Likelynote

Responsibilities

Deliver tax return and extension assembly and efile services
Deliver administrative services to support Tax leadership and client delivery teams
Maintain on and offsite client files
Create and maintain workflows and support special projects for Tax teams
Support tasks to maintain successful office operations

Qualification

Operational support experienceMicrosoft Office SuiteSalesforceCommunication platformsAnalytical skillsOrganizational skillsInterpersonal skillsCritical thinkingAttention to detailTeam collaboration

Required

High school diploma required
3 to 5 years of relevant experience required
Intermediate ability to utilize Microsoft Office Suite applications with minimal guidance and support
Ability to communicate in a clear and concise manner effectively and proactively with keen sense of accuracy and attention to detail
Ability to share knowledge and assist with the training and development of new team members
Demonstrated analytical, organization, interpersonal, and critical thinking skills; ability to effectively prioritize obligations based on importance
Ability to take initiative, work autonomously, and collaboratively in a team setting

Preferred

associate or bachelor's degree preferred
Minimum of three (3) years of operational support experience with prior experience in a professional services organization preferred
Salesforce, Prostaff, STAR, Esker experience preferred

Company

Baker Tilly

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At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.

H1B Sponsorship

Baker Tilly has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)

Funding

Current Stage
Late Stage

Leadership Team

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Francesca Lagerberg
Chief Executive Officer
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Ben Lloyd
Chief Operating Officer
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Company data provided by crunchbase