Assistant, Client Delivery Services (San Diego)
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:

Responsibilities

Under the general supervision of the Client Delivery Services (CDS) Processing Manager, the CDS Processing Assistant accurately prepares and processes deliverables (financial statements, reports, etc.) according to firm standards. The CDS Processing Assistant performs work for various team members at varying levels and in multiple offices. The CDS Processing Assistant must demonstrate the ability to manage multiple priorities with various deadlines in a professional and time sensitive manner within a fast paced, dynamic and growing business environment. This position will work independently to complete assignments as well as occasionally working as a team.

• Consistently and thoroughly completes processing requests (i.e., pro forma/roll forward, creation of new financial statements, conversion for a prior format, typing and check formatting) in accordance with firm standards, as well as proofreading documents for accuracy.
  
• Ensures delivery based on business needs and within agreed upon timeframes without compromising quality.
  
• Prepares and reviews drafts and final issued deliverables in PDF format for various documents and files them accordingly.
  
• Performs final proofread and/or calculations (footing) using a checklist ensuring tasks are performed consistently and thoroughly.
  
• Follows direction and demonstrates efficiencies in performing assigned duties. Communicates with team members to understand the role and expectations of an assignment as needed.
  
• Effectively utilizes and stays current on available technology to ensure job related productivity.
  
• Performs additional duties as required and assigned.
  

Qualifications

• The ideal candidate will have 3 to 5 years of experience in performing administrative assistant or clerical duties or an equivalent combination of training and experience.
  
• Familiarity with practices and procedures used in an accounting environment preferred.
  
• Proficiency with Microsoft Office, specifically Word, Excel and Outlook.
  
• Proficiency with Adobe Standard DC or Adobe Acrobat Pro.
  
• Skilled typist (quick and accurate).
  
• Ability to handle multiple projects with various deadlines in a professional and time sensitive manner.
  
• Ability to carry out written and oral instructions.
  
• Sound written, verbal communication and analytical skills.
  
• Ability to work independently or as part of a team and the capacity to appropriately interact with all levels of firm management.
  
• Familiarity with standard office practices, procedures and office equipment.
  
• Dependability and professionalism.
  
• Ability to adapt to an ever-changing environment. Support and embrace change.
  
• Overtime required, with heavier overtime required during certain business cycles.
  
• Must comply with all policies and procedures involving confidential and proprietary information pertaining to the firm.
  
• Must be able to recognize the nature of material and keep in full confidence all work entrusted to them.
  
• A valid driver's license is required for minimal travel using a personal vehicle.
  

The compensation range for this role is 20.75 - 40.75. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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