Job Information
Baker Tilly Operations Coordinator in Huntingdon Valley, Pennsylvania
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. 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 enjoy working in a fast-paced environment and crave variety where no day is the same
You are highly organized, detail oriented, and enjoy supporting a team of people in order to provide top notch client service
You want to grow professionally and develop your operational skills to build a career with endless opportunities now, for tomorrow
What you will do:
Provide team support to ensure that standard operating procedures are followed for the success of the business.
Effectively manage the internal Ops components of the Engagement Management Lifecycle (EML) that includes management of new clients and projects, the use of Salesforce, Client Acceptance Project Setup, Independence Tracking, Conflict Checks, Legal Documentation, Project Budget Application Management, Client Care Data Management Upkeep, Project Closeout, and related Reporting.
Assist team members with resolving ad hoc operational support questions with a focus on internal systems, including but not limited to Salesforce, STAR, Chrome River, SharePoint, etc.
Assist with data entry upkeep, reporting, and management of Salesforce pipeline opportunities and existing Client Care projects for budget forecasting purposes.
Other special projects and operational tasks may include ad hoc research, reporting, and special projects (e.g. system reporting, strategic initiatives to help with operational efficiency and effectiveness for internal support and client delivery.)
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