Logo for Moss Adams

Temporary Client Operations Specialist - Tax

Role overview

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

Responsibilities

  • Prepare, process and review accurate and timely client deliverables in support of internal teams and external filings
  • Process, create, edit, and format client deliverables including software setup, maintenance, and delivery
  • Review, proofread, and validate deliverables to ensure accuracy and adherence to quality control standards
  • Plan, prioritize, and manage work to meet client deadlines, including proactive communication of status

Hard skills

Other skills

  • Microsoft Office
  • Detail Oriented
  • Organizational Skills
  • Communication
  • Problem Solving
  • Analytical Skills

About the company

Moss Adams logo

Moss Adams

Accounting

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management

Company details

Company typeLarge
IndustryAccounting
Company size1001 - 5000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

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

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.

  • 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. 

The successful candidate will have:

  • 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

 #LI-AC1

#LI-Remote

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Client Service Specialist (Customer Care) Related jobs

Other jobs at Moss Adams

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.