• Oversees larger or multiple teams, focusing on both execution and strategy • Shapes functional direction, leads significant projects, and develops managers or supervisors within their reporting line • Establishes operational objectives, processes, procedures and priorities for a department selecting methods, techniques and evaluation criteria for obtaining results • Manages more senior level exempt specialists and/or subordinate supervisors and managers • Has significant responsibility for developing the capabilities of senior level direct reports • Presents projects for management approval; approves overall solutions, designs and cost estimates for projects • Monitors project status to assure adherence to cost, quality and schedule • Writes and conducts employee performance reviews and provides ongoing performance feedback through coaching • Approves hiring and compensation decisions • Facilitates work and problem resolution between work groups • May lead cross functional/inter-departmental projects and/or process improvement efforts • Develops long-range departmental planning and provides input to strategic planning • Involved in developing, modifying and executing policies, processes that impact business unit, and may have company-wide effect • Implements strategic policies by leveraging best practice frameworks, methods, techniques, and evaluation criteria for obtaining results

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: The Client Operations Specialist provides administrative and operational support to client service teams to ensure the accurate and timely delivery of client projects and deliverables. This role supports engagement workflows through standardized, centralized processes, manages documentation and production activities, and helps maintain firm quality and compliance standards. The position contributes to team efficiency and a positive client experience through organization, attention to detail, and proactive communication. Responsibilities: - Prepare, process, format, proofread, and finalize client deliverables (e.g., filings, financial documents, reports, presentations, and related materials) using firm-approved systems and standardized, centralized processes. Ensure accuracy, completeness, timeliness, and compliance with firm quality control and documentation standards. - Support engagement workflows by tracking due dates, monitoring project status, and prioritizing assigned tasks to ensure timely completion. Communicate proactively with client service team members regarding status updates, clarifications, and deadline considerations. - Maintain organized electronic files and engagement documentation in accordance with firm policies and regulatory requirements. Coordinate file closing procedures and ensure proper retention and recordkeeping standards are followed. - Coordinate the production and distribution of client deliverables, including secure electronic delivery and, when applicable, printing, binding, and shipping. - Provide responsive administrative support to client service teams, anticipating needs, addressing routine questions, and helping facilitate a positive and professional client experience. - Execute responsibilities in alignment with centralized workflows and established procedures. Follow established workflows and procedures; communicate potential issues or inefficiencies to leadership and suggest improvements when appropriate. - Perform additional responsibilities and special projects as assigned to support team and firm objectives. Qualifications: - High school diploma or GED required; bachelor’s degree preferred. - Minimum of 1 year of related experience required. - Experience in a professional services, accounting, or tax environment preferred. - Strong customer service orientation with the ability to build and maintain positive working relationships with internal and external stakeholders. - Excellent verbal and written communication skills; ability to interact professionally with individuals at all levels of the organization. - Ability to handle confidential and sensitive information with discretion, integrity, and professionalism. - Strong attention to detail with the ability to follow established procedures, checklists, and guidelines accurately. - Effective problem-solving skills with the ability to identify issues and recommend practical solutions. - Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment. - Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team setting. - Ability to quickly learn, adapt to, and navigate new technologies, software systems, and digital tools. - Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint). - Flexibility to work additional hours as needed to support business demands. - Ability to travel up to 5% as needed. The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Position Overview The Travel Operations Specialist supports the coordination and execution of travel arrangements by ensuring all details are organized, accurate, and completed on time. This role plays an important part in maintaining smooth processes behind the scenes while contributing to a positive overall client experience. Core Responsibilities - Oversee travel arrangements from initial planning through final confirmation - Verify booking details, documentation, and timelines for accuracy - Coordinate with travel partners to finalize reservations and resolve any discrepancies - Track upcoming travel schedules and ensure all components are in place - Assist with updates or changes to existing itineraries - Maintain organized records and follow internal processes for documentation Qualifications & Skills - Strong organizational and time management abilities - High level of attention to detail - Clear and professional communication skills - Ability to manage multiple tasks and deadlines simultaneously - Comfortable working with digital tools and booking systems - Self-motivated and able to work independently in a remote environment - Experience in operations, administrative support, or customer service is beneficial Work Environment - Fully remote role - Flexible schedule based on workflow and service needs Training & Support - Structured onboarding provided - Access to ongoing training materials and support Compensation - Compensation is based on experience and performance - Additional details will be discussed during the hiring process Application Process Interested applicants should submit an application for consideration. Selected candidates will be contacted with the next steps.

Billing Operations Analyst Bringing smiles is what we do at TTEC… for you and the customer. As a Billing Operations Analyst working remotely in Mexico City, you'll be a part of creating and delivering amazing customer experiences Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in Mexico says it all! What You’ll be Doing The Billing Operations Analyst is responsible for all phases of billing administration for a portfolio of accounts. Responsibilities include gathering reporting data and consolidating information from different sources, adding monthly interaction with other TTEC departments, and other duties as necessary You'll report to Senior Supervisor Revenue Assurance During a Typical Day, You’ll Invoicing - Reviewing and validating invoice template components and invoicing data provided by Operations - Communicating with Operations staff regarding program specifications - Gathering operational data from various reporting systems - Updating and maintaining relevant billing data in financial systems and ensuring that all charges are billed completely and accurately  - Assistance in preparing quarterly technical documentation - Assist in audit requests and other projects as deemed necessary - Submit invoices through different client’s platforms Collections (to contribute to collections process by) - Follow up on the invoice reception and process - To verify if client has any dispute or adjustment What You Bring to the Role - Your experience of 1-2 years’ of experience with complex billing, collections and/or financial analysis experience required - Excellent organizational, analytical, and communication skills that helps us to improve our communication across multiple areas - It’s appreciated your intermediate knowledge of Microsoft Office - Being familiar with Oracle (or any other ERP), Noetix and Hyperion is a plus - BA/BS or equivalent work experience What You Can Expect - Supportive of your career and professional development - An inclusive culture and community minded organization where giving back is encouraged - A global team of curious lifelong learners guided by our company values - Ask us about our paid time off (PTO) and wellness and healthcare benefits - And yes... a great compensation package and performance bonus opportunities, benefits you'd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement) About TTEC Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.