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Assistant, CDS

2 months ago

Tysons Corner, United States Baker Tilly Advisory Group, LP Full time
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.

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.

Responsibilities

The Client Service Delivery Assistant is responsible for delivering administrative services to support client service leaders, teams, and functions. This role works closely with the Senior Assistant, Client Service Delivery, Supervisor, Client Service Delivery or Manager, Client Service to identify, respond to, and anticipate client service delivery needs and process optimization opportunities. The Client Service Delivery Assistant is an individual contributor role primarily responsible for executing tasks and processes related to the client service needs of the business unit and/or team.
  • Deliver administrative services to support leadership and client delivery functions and teams.
  • Manage calendars, organize, and support meetings, coordinate travel logistics, and manage time & expense entry.
  • Provide support with preparing, editing, and formatting deliverables, correspondence, presentations, reports, and other materials.
  • Provide system data entry support.
  • Manage professional association and organization memberships.
Qualifications

  • Minimum of 1+ year(s) experience required / 3+ year(s) preferred in related field
  • Certificates (List) Highschool Diploma required or equivalent experience.
  • Ability to demonstrate basic working knowledge of Microsoft Word Office Suite and meeting platforms
  • Demonstrated ability to communicate clearly and concisely in a professional manner
  • Ability to effectively navigate competing priorities
  • Ability to quickly learn and utilize new software platforms
  • Ability to exercise confidentiality and discretion consistently
  • Ability to take direction, productively receive and apply feedback, and communicate support needs
  • Demonstrated attention to detail, accuracy, and ability to anticipate and respond to service needs
  • Ability to work independently and collaboratively in a team setting
Additional Information

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