Temporary Client Operations Specialist - Tax at Baker Tilly Advisory Group, LP in Eau Claire, Wisconsin

Baker Tilly Temporary Position

This temporary position is responsible for preparing, processing and reviewing accurate and timely client deliverables in support of internal teams and external filings, including governmental agencies. Specialists display strong organizational, technical and communication skills to execute work in accordance with quality and compliance standards while balancing multiple responsibilities and deadlines. The role requires consistent follow through, collaboration, and the ability to adapt to changing priorities.

Responsibilities:

• Process, create, edit, and format client deliverables (e.g., tax returns, extensions, etc.) including software setup, maintenance and delivery.
• Review, proofread, and validate deliverables to ensure accuracy, completeness, consistency, and adherence to all applicable quality control and compliance standards.
• Plan, prioritize, and manage work to meet client, internal and external deadlines, including proactive communication of status, timeliness and workflow questions.
• Follow through on commitments, identify issues and escalate appropriately to support timely and accurate delivery.
• Support special projects, seasonal tasks and other needs as assigned.

Qualifications:

• High school diploma or GED required, high school diploma preferred.
• Minimum of 1 year of related experience required; experience in a professional services environment preferred
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
• Strong attention to detail, commitment to producing accurate work in a timely manner, incorporating feedback to continuously improve quality
• Takes initiative to develop technical skills and apply knowledge with support and direction
• Proven commitment to providing exceptional client service
• Strong organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment
• Strong verbal and written communication skills
• Analytical and problem-solving skills
• Ability to handle sensitive situations and confidential information with discretion
• May require some overtime hours
• Ability to travel as needed, approximately 5%

The pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. The national pay rate range is $18.00 to $34.10