Tax Manager - Not Profit

Oakland-based Baker Tilly is a leading advisory, tax and assurance firm that supports clients across the United States and worldwide. The firm in California is a licensed independent CPA firm that provides tax, accounting and advisory services to small‑business clients through an alternative practice structure in compliance with AICPA standards.

• Be a trusted member of the team delivering tax, accounting and advisory services to small business clients.
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
• Review and analyze accounting records and/or reporting with 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, emphasizing responsiveness, timeliness, professionalism and accuracy.
• Lead and plan client engagements, and continuously evaluate processes and procedures within client services and implementation functions 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.
• Effectively delegate and oversee work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client delivery expectations.
• Maintain current knowledge of local, state and federal tax practices and laws.
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in personal professional development individually and through firm‑wide learning and development programs.
• Support growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Enjoy friendships, social activities and team outings that encourage a work‑life balance.

• Bachelor’s degree in accounting; master’s or advanced degree desirable.
• CPA or JD required.
• Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm.
• Two (2)+ 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 and stay current regarding applicable tax strategies.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.
• Non‑profit industry experience preferred.

$106,000 to $183,000. Actual compensation is influenced by skills, experience, qualifications and geographic location.

• Seniority Level: Mid‑Senior level
• Employment Type:
  
  Full‑time
• Job Function:
  Accounting / Auditing and Finance
• Industry: Accounting
• Location:
  
  San Francisco, CA

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.