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.
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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
Leader Scheduling & Prioritization: Manage complex calendars; triage incoming requests; align scheduling with leader priorities; create briefing packets and prep materials.
Leader Travel & Expense Management: Coordinate complex itineraries (multi-leg, international as applicable), handle changes, and manage expense submissions; highly prominent in geo support.
Leadership Communications & Materials Support: Draft correspondence, talking points, and presentation materials; manage sensitive and confidential information; support leader messaging. Assist with the production of client deliverables, including client reports. Assist with client engagement set up and support activities as needed, such as new client acceptance, completion of vendor/due diligence forms, client relationship management data entry, engagement code setup, electronic file coordination, and billing assistance.
Stakeholder Coordination & Meeting Support: For geo support: managing onsite and virtual leadership meetings, boardroom logistics, AV, catering, visitors, and event needs. For queue support: schedule onsite and virtual meetings and coordinate materials across stakeholders.
Light Project / Initiative Coordination: Track tasks, gather status updates, maintain project documentation, and coordinate workflows with cross-functional stakeholders.
Perform other duties as required and assigned.
Qualifications
High School Diploma required
5 to 8 years relevant experience required
Advanced organizational and priority management skills including triaging requests and protecting executive time.
Strong written and verbal communication skills including the ability to draft correspondence, materials, and talking points.
High level of discretion and confidentiality in handling executive, client, and firm-sensitive information.
Advanced proficiency in Microsoft Office Suite (especially Outlook & PowerPoint) and collaboration platforms such as Teams, SharePoint, and virtual meeting tools.
Executive presence and interpersonal maturity to interact with senior leaders and external stakeholders.
Ability to anticipate needs and solve problems with minimal direction in a fast-paced environment.
Demonstrated ability to manage complex logistics, including domestic/international travel and multi-stakeholder scheduling.
Project coordination capability, including task tracking, stakeholder follow-ups, and managing supporting documents.
Ability to operate effectively in a matrixed and evolving organization, balancing firm standards with leader-specific needs.
Strong judgment and situational awareness to determine when to escalate issues, reroute requests, or realign priorities.
Able to work overtime as requested during peak seasons
The pay rate range for this job position is $21.59 to $37.75. 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.
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