Tax Manager

Tax Manager – Baker Tilly US

Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast‑to‑coast and global advantage in major U.S. regions and 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 operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws and professional standards.

Join Baker Tilly as a Tax Manager! This is an excellent opportunity for a valued advisor to deliver tax and business advisory services and tax compliance to small business clients. You will work side‑by‑side with firm leadership to serve clients and build the business, with a direct impact on the firm’s success. You will also coach a group of talented staff, developing their technical and professional skills.

• Be a trusted member of the team providing various tax, accounting and advisory services to small business clients.
• Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financial statements.
• Review and analyze accounting records and/or reporting for clients, provide analysis and consultation, and communicate with clients to discuss accounting and business matters.
• Deliver best‑in‑class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate.
• Lead and plan client engagements, continuously evaluating processes and procedures with emphasis on implementing efficiencies and identifying internal control issues.
• Provide recommendations for business and process improvements based on knowledge gained relative to the client’s operations, processes, and business objectives.
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to clients.
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Assist with managing client engagement staffing, billings, collections, and ensuring client profitability targets are met.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in professional development individually and through participation in firm‑wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

• You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve.
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges.
• You want to work for a leading CPA advisory firm that serves its clients’ and employees’ best interests in mind and is transparent in its decisions.
• You value development and want a firm that provides autonomy to own your schedule and career through programs such as My Time Off, My Development, and Dress for Your Day.
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow.

• Bachelor’s degree in accounting; a master’s or advanced degree is desirable.
• CPA or JD required.
• Five (5) or more years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
• Two (2) or more years of supervisory experience, mentoring, and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, see the “big picture” as well as the…