Client Experience Specialist

We are looking for a Client Experience Specialist
to join our team—bring your ambition and shape what comes next.

Be part of something bigger. Build with us today — Now. For tomorrow.

At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.

We are looking for a Client Experience Specialist to join our team—a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for our clients, our communities, and one another.

Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

“There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.”

Your role:

• Providing exceptional client service in all forms, including in-person, via email or by phone.
  


• Completing tax filings with appropriate tax authorities (training provided).


• Assembling of client packages and documents for all engagement types.
  


• Organizing and filing of client and administration documents electronically in accordance with firm policies.


• Locking down, archiving and rolling forward of client files in accordance with quality assurance standards


• Maintaining updated client information across all software platforms.


• Processing online payments for all offices.


• Maintaining accounts receivable including collections, processing account statements and contacting clients on overdue accounts.


• Providing administrative support to accounting staff and backup support for other administrative team members during absences.


• Preparing client invoices and accepting client payments.
  

What you bring to the table:

• High school diploma or equivalent required.


• Office Administration Certificate or equivalent, an asset.


• Previous experience in a similar role an asset.


• Excellent customer service abilities, including strong oral and written communication skills.


• Tech-savvy


• Strong organizational and time management skills, with the ability to perform more than one task simultaneously.


• Collaborative and personable.


• Strong work ethic and attention to detail.


• Ability to work independently, taking responsibility for learning and proficiency in this role.


• Comfortable working in office and at a desk most of the day.


• Capable of occasionally lifting up to 5kg.

What’s in it for you? 

• Progressive and forward-thinking practices


• Occasional travel for training and meetings.


• A welcoming community that values growth and balance.


• Competitive salary and benefits package with HSA and bonus program eligibility


• Fridays off in the summer


• Firm sponsored social events


• Ongoing training and support for professional development.

Your schedule:  Monday to Friday, 8am to 5pm

When you join Baker Tilly, you become part of something bigger—an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you. 

While we appreciate all applications, only candidates selected for an interview will be contacted.

#PeopleFirst