What are the responsibilities and job description for the Manager, Client Delivery Services position at Baker Tilly Advisory Group, LP?
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:
This role requires extensive experience in tax preparation and assembly, as well as knowledge of tax systems, to ensure accurate and efficient handling of tax-related tasks and compliance with relevant regulations.
Primary Duties and Responsibilities:
Manage delivery of administrative services to support leadership and client delivery functions and teams (25%)
Provide coaching, guidance, supervision, and subject matter expertise to team members (25%)
Monitor and evaluate individual and team performance and service delivery quality indicators and manage stakeholder relationships (20%)
Manage staffing, hiring, and onboarding needs (15%)
Identify process improvement opportunities and offer recommended solutions in collaboration with team members, peers, and stakeholders (15%)
Qualifications:
Associate’s or Bachelor’s degree or equivalent experience
5 years of experience, knowledge of tax preparation and assembly required
2 years management experience with proven ability to lead and mentor others
Experience working in high-stress situations and high-volume environments
Proficient in Microsoft Office Suite applications
Experience delivering client and/or operations services in an administrative capacity
Demonstrated ability to coach, provide guidance, deliver, receive, and apply feedback, and communicate individual and team support needs
Experience measuring and interpreting key performance indicators and developing performance enhancement plans
Excellent customer service skills and ability to consistently deliver services in a client-focused manner
Ability to effectively communicate in a clear and concise manner
Excellent ability to take initiative, anticipate needs, work autonomously, and effectively collaborate with teams and stakeholders
Ability to travel, as needed