Assistant, Client Delivery Services (MAD) at Baker Tilly Advisory Group, LP in Madison, Wisconsin

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

• Provide administrative support services to Principals and Engagement Teams as assigned, assisting with tasks such as research, administration of surveys, billing, shipping, management of office supplies, management of professional association/organization memberships and/or meetings, CPE forms and compliance, miscellaneous special projects.
  
  


• Maintain electronic calendars (MS Outlook), coordinate appointments, organize meetings, resolve conflicts, manage meeting logistics (scheduling, set-up, catering, etc.)


• Coordinate travel arrangements.


• Assist with weekly Time & Expense entry and act as a delegate for approvals as needed.


• Assist with the preparation, review, proofreading, and formatting of deliverables, engagement letters, presentations, proposals, marketing efforts, etc.


• Prepare and disseminate reports and assist with system data entry.


• Assist with event planning and execution.


• Assist with new client set ups


• Perform other duties as required and assigned

• Demonstrated ability to communicate clearly and concisely with team members.
  
  


• Able to work effectively and take direction in a team setting.
  
  


• Takes initiative to identify stakeholders directly impacted by the services provided.
  
  


• Consistently demonstrates the ability to exercise confidentiality appropriately.
  
  


• Demonstrated ability to utilize basic features of Microsoft Office and Outlook independently.
  
  


• Able to utilize basic features of Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and other software platforms with moderate guidance and support.
  
  


• Takes initiative to seek opportunities to learn advanced software features and apply knowledge with minimal prompting.
  
  


• Demonstrated ability to produce a quality work product after moderate review.
  
  


• Able to productively receive and apply feedback to realize an enhanced product quality.
  
  


• Delivers services in a professional manner that reflects Baker Tilly Core Values and maintains confidentiality.
  
  


• Able to communicate challenges to meeting deadlines when prompted and takes direction to mitigate risks to agreed timelines.
  
  


• Takes the initiative to understand how services enable internal customers to realize success.
  
  


• Demonstrated ability to prioritize work, identify solutions, and access resources with moderate guidance, prompting, and coaching.
  
  


• Takes initiative to learn and apply best practices and standards of excellence through productive inquiry.
  
  


• Seeks to learn through productive inquiry, coaching and mentoring opportunities, and ongoing feedback dialogue with manager.
  
  


• Able to consistently demonstrate foundational Capability behaviors and identify opportunities to progress performance capabilities.