Coordinator, Operations at Baker Tilly Advisory Group, LP

Posted in Other about 8 hours ago.

Location: Frisco, Texas





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:





Are you ready for a new challenge where no day is the same?


Do you want to use your organizational skills and customer service experience in a professional setting?


If yes, consider joining Baker Tilly as an Operations Coordinator. In this role, you will provide a wide range of operational support services including billing, financial reporting, resource scheduling, onboarding/training, and support with additional ad hoc internal projects and initiatives as they surface. Through day-to-day activities and project-based assignments, this role will provide exposure, insight, and experience in a variety of functional areas to foster professional and personal growth. Come and join a collaborative team where we can help you grow your skills, hone your expertise and provide the flexibility to allow for a healthy work/life balance!



You will enjoy this role if:



  • You are highly organized, detail oriented, and enjoy supporting a team of people in order to provide top notch client service



What you will do:



  • Coordinate client conflict and risk check process


  • Set up client projects


  • Execute engagement letters, insurance confirmations, and client contracts


  • Ad hoc reporting


  • Develop and manage team sites and portals including the management of templates, tools and other standard documents to be utilized by the team


  • Other general operational tasks including research and special projects and/or events as requested


  • Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs


  • Utilize your relationship building skills to network and build strong relationships with internal clients


  • Enjoy friendships, social activities and team outings that encourage a work-life balance





Successful candidates will have:



  • Minimum of two (2) years operational, administrative or related support experience, required


  • Prior experience in a professional services organization, preferred


  • Experience working with cloud-based peer-to-peer software platforms for teleconferencing and telecommuting such as Teams, Webex, Zoom, and/or Skype


  • Strong proficiency with MS Office Products, including Excel


  • Demonstrated analytical, problem solving and critical thinking skills


  • Keen sense of accuracy and attention to detail


  • Excellent communication skills, including verbal and written communication


  • Professional demeanor and ability to handle matters confidentially


  • Ability to work independently and prioritize responsibilities in a fast-paced, time sensitive environment


  • Ability to work effectively and collaborate in a team environment


  • Availability to work some evenings and weekends as needed in order to meet client needs


  • Eligibility to work in the U.S. without sponsorship, preferred



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