Client Operations Manager

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.

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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.

Job Description:

The Client Operations Manager leads assigned teams to deliver consistent, high-quality operational support within a designated service line. This role is responsible for team training, performance management, and career development while advancing standardization of centralized back-office functions and driving continuous improvement aligned with service line and firm priorities. In partnership with Client Operations leadership and senior stakeholders, the Client Operations Manager oversees workflows, monitors KPIs, and serves as a subject matter expert to support operational excellence and strategic objectives. This role manages Client Operations Specialists, Senior Specialists, and Supervisors responsible for critical centralized processes.

Responsibilities

• Manage and oversee the development and performance of the Client Operations administrative team and ensure appropriate staffing level is in place to provide exceptional client service. 30%
• Champion firm initiatives and process improvements to enhance consistency and improve efficiencies. 15%
• Partner closely with Client Operations and firm leadership to understand business needs and client expectations. 15%
• Proactively communicate to ensure that best practices are shared and administer firm policies and procedures. 10%
• Participate in the onboarding and training of new administrative personnel answering questions and assigning resources. 10%
• Partner with other departments to drive consensus and secure resources for projects and initiatives. 5%
• Work with operations and finance teams firmwide to analyze activities, operating costs, and forecast data to evaluate and determine progress toward business trends, goals and objectives. 5%
• Develop and execute against plans, budgets and timelines in close collaboration with leadership and other departments. 5%
• Other duties and special projects as assigned. 5%

Qualifications

• Bachelor’s degree or equivalent experience required.
• Minimum of 5 years of related experience in a complex organization required; including demonstrated involvement with building and leading high-performing teams and fostering an inclusive culture.
• Experience in public accounting or professional services environment preferred.
• Strong understanding of business operations, stakeholder engagement, and change management, with the ability to lead initiatives that support organizational goals.
• Proven leadership and interpersonal skills; able to build trust, influence stakeholders, and drive cross-functional collaboration.
• Strong analytical and problem-solving skills, using data and KPIs to identify trends, manage risks, and improve performance.
• Excellent verbal and written communication skills; able to translate complex information into clear, actionable insights.
• Demonstrated ability to manage multiple priorities in fast-paced environments, delivering high-quality results on time.
• Experience leading or supporting organizational change, including stakeholder communication and adoption efforts.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); ability to leverage tools to analyze data and present insights effectively.
• Sound judgment and discretion with sensitive or confidential information.
• Ability to travel up to 10% as needed.