Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your 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.

Responsibilities

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your 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.

Responsibilities

• Maintain and manage flow of documents for litigation cases
• Maintain the confidentiality of Baker Tilly and its clients
• Act with the highest business ethics
• Provide advanced administrative services – data entry, document production, document downloads, inventory and organization of engagement information
• Examine and analyze business records; prepare analyses as directed by managers,
• Manage client relationship
  • Maintain positive client communications
  • Act as liaison to client and engagement team
  • Assist team leader in researching and providing additional services to client
  • Adheres to time budgets
  • Work with Team members to efficiently deliver client services

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Qualifications

Qualifications

• Excellent customer service and client focused skills
• Excellent written and oral communication a must
• Associates degree required, Bachelor degree preferred
• Minimum of three (3) years of prior document management and accounting experience, required
• Prior experience as Legal Assistant, preferred
• Ability to use and operate a wide variety of office automation equipment and related software, including spreadsheet applications, database management, record storage and retrieval systems, and word processing, required
• Proficiency in Excel, Quicken, QuickBooks, preferred
• Ability to effectively multi-task and prioritize and solve practical problem, a must

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