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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Senior Manager, Corporate Finance Advisory
Tewksbury, MA · On-site
$117K - $160K/yr
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 ...
Senior Manager, Corporate Finance Advisory
Tewksbury, MA · On-site
$117K - $160K/yr
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 ...
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 ...
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 ...
Tax Principal - Life Sciences
Tewksbury, MA · On-site
$119K - $156K/yr
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 ...
Tax Principal - Life Sciences
Tewksbury, MA · On-site
$119K - $156K/yr
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Tax Senior
Tewksbury, MA · On-site
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 ...
Tax Senior
Tewksbury, MA · On-site
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 ...
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 ...
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 ...
Tax Manager - Corporate
Tewksbury, MA · On-site
$123K - $165K/yr
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 ...
Tax Manager - Corporate
Tewksbury, MA · On-site
$123K - $165K/yr
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 ...
State & Local Tax Senior Associate- Indirect Tax
Tewksbury, MA · On-site
$87K - $108K/yr
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 ...
State & Local Tax Senior Associate- Indirect Tax
Tewksbury, MA · On-site
$87K - $108K/yr
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 ...
Senior Consultant - Corporate Finance Advisory
Tewksbury, MA · On-site
$125K/yr
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 ...
Senior Consultant - Corporate Finance Advisory
Tewksbury, MA · On-site
$125K/yr
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Principal, CFO Advisory
Tewksbury, MA · On-site
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 ...
Principal, CFO Advisory
Tewksbury, MA · On-site
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 ...
Tilly information
What is a tilly?
Tillys is not a standard job title; rather, it is the name of a popular retail chain in the United States specializing in casual apparel, footwear, and accessories for young adults and teens. Employees at Tillys may hold various positions, such as sales associate, store manager, or stockroom staff. Working at Tillys typically involves customer service, merchandising, and maintaining store operations. If you are interested in a job at Tillys, you can apply online or visit a store to learn more about open positions.
What are the key skills and qualifications needed to thrive as a tilly, and why are they important?
I'm sorry, but 'Tilly' is not recognized as a real-world professional occupation, so I cannot provide a relevant response.
What is the difference between Tilly vs Customer Service Representative?
| Aspect | Tilly | Customer Service Representative |
|---|---|---|
| Required Credentials | Varies by employer, often no formal certification needed | High school diploma or equivalent; some roles may require specific training |
| Work Environment | Typically retail or service settings, often in person | Call centers, retail stores, or online support |
| Industry Usage | Used in retail, hospitality, and service sectors | Common across various industries including retail, telecom, and banking |
| Search & Comparison Intent | People looking for specific job roles or gig opportunities | Individuals exploring customer support careers or job openings |
While Tilly and Customer Service Representative roles both involve interacting with customers, Tilly often refers to specific gig or retail positions, whereas Customer Service Representative is a broader, more formal job title across industries. Understanding these differences helps job seekers find roles that match their skills and career goals.
What are popular job titles related to Tilly jobs in Massachusetts?
For Tilly jobs in Massachusetts, the most frequently searched job titles are:
What job categories do people searching Tilly jobs in Massachusetts look for?
The top searched job categories for Tilly jobs in Massachusetts are:
What cities in Massachusetts are hiring for Tilly jobs?
Cities in Massachusetts with the most Tilly job openings:
Baker Tilly rating
8.7
Based on 33 frontline employees who took The Breakroom Quiz
5th of 23 rated bookkeepers and accountants
Job description
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:
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.
We are seeking a detail-oriented and client-focused Client Service Associate (CSA) to join our Registered Investment Advisor (RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in delivering an exceptional client experience. This position supports financial advisors through account administration, client communications, operational coordination, and relationship management activities. The ideal candidate is highly organized, proactive, and committed to providing outstanding service while helping ensure the efficient operation of the advisory practice.
Responsibilities
Client Service & Relationship Support
Account Administration
Advisor Support
Operations & Compliance
Qualifications
Required
Preferred
Core Competencies
The pay rate range for this job position is $80,200 to $105,000. 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.
#LI-MD1
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:
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.
We are seeking a detail-oriented and client-focused Client Service Associate (CSA) to join our Registered Investment Advisor (RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in delivering an exceptional client experience. This position supports financial advisors through account administration, client communications, operational coordination, and relationship management activities. The ideal candidate is highly organized, proactive, and committed to providing outstanding service while helping ensure the efficient operation of the advisory practice.
Responsibilities
Client Service & Relationship Support
- Serve as a primary point of contact for client service requests and inquiries.
- Build and maintain strong client relationships through timely and professional communication.
- Assist clients with account maintenance, paperwork, and service-related needs.
- Coordinate client meetings and prepare meeting materials.
- Follow up on action items to ensure timely completion and a seamless client experience.
Account Administration
- Prepare and process account opening, transfers, beneficiary updates, distributions, and other account-related documentation.
- Monitor account paperwork for completeness and accuracy.
- Coordinate with custodians and third-party providers to resolve operational issues.
- Track account transfers and ensure efficient onboarding of new clients.
Advisor Support
- Assist advisors with client review preparation and follow-up activities.
- Generate reports, performance summaries, and client correspondence.
- Maintain accurate client records within CRM and portfolio management systems.
- Support implementation of financial planning and investment recommendations.
Operations & Compliance
- Maintain client documentation in accordance with firm policies and regulatory requirements.
- Assist with compliance-related administrative tasks.
- Ensure data integrity across client management systems.
- Participate in process improvement initiatives to enhance operational efficiency.
- Assist with maintaining Addepar platform for family wealth insights clients.
- Perform investment pricing for Baker Tilly audit group.
Qualifications
Required
- Bachelor's degree required.
- 3+ years of experience, ideally in financial services, wealth management, banking, or client service.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Proficiency with Microsoft Office Suite.
Preferred
- Experience working in an RIA, wealth management, or investment advisory environment.
- Familiarity with custodial platforms such as Schwab, Fidelity, or Pershing.
- Experience with CRM systems such as Redtail, Salesforce, eMoney, or similar platforms.
- FINRA Series 65 or willingness to obtain industry licensing, if applicable.
Core Competencies
- Exceptional client service orientation
- Strong attention to detail and accuracy
- Ability to prioritize and manage multiple tasks
- Professional communication skills
- Team-oriented mindset
- Problem-solving and critical thinking abilities
- High level of integrity and confidentiality
The pay rate range for this job position is $80,200 to $105,000. 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.
#LI-MD1
What Baker Tilly employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Baker Tilly
Sourced by ZipRecruiter
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Chicago, IL, US
Year founded
1994