Coordinator, Client Delivery Services at Baker Tilly Advisory Group, LP in San Diego, California

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.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


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 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.




Job Description:





Responsibilities


The Client Service Delivery Coordinator - Tax is responsible for delivering administrative services to support the Tax client services teams and stakeholders. Works closely with the Client Service Delivery Manager - Operations to identify, respond to, and anticipate service delivery needs and process optimization opportunities. The Client Service Delivery 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 extensions


• 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, associate 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

The compensation range for this role is $20.75-$40.75. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Apply Now