About The Position
Baker Tilly is hiring a Tax Manager to provide tax, accounting, and advisory services to small business clients. The role involves working with firm leadership to serve clients and grow the business, while coaching staff and supporting their technical and professional development. The position offers career growth, flexibility in how and where work is performed, and opportunities to build relationships with clients, teammates, and leadership. The manager oversees client accounting and tax engagements, builds client relationships, identifies process improvements, and supports team development. The role also includes managing engagement staffing and financial targets, maintaining current knowledge of tax laws, and contributing to business development and the firm’s learning programs.
Requirements
- Must have a current, accepted offer with Baker Tilly (formerly Anchin or Berkowitz Pollack Brant).
- Bachelor’s degree in accounting.
- CPA or JD required.
- Five or more years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
- Two or more years of supervisory experience, including mentoring and counseling associates.
- Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
- Ability to lead and supervise others, provide exceptional client service, and commit to continuous learning and staying current on applicable strategies.
- Ability to see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and show urgency and commitment to quality and timely project completion.
- Highly developed software and Microsoft Suite skills.
Nice To Haves
- A master’s or advanced degree is desirable.
- Eligibility to work in the U.S. without sponsorship is preferred.
Responsibilities
- Oversee accounting, bookkeeping, and preparation or compilation of financial statements for clients.
- Review and analyze accounting records and reports; provide clients with analysis, consultation, and discussion of accounting and business matters.
- Deliver responsive, timely, professional, and accurate customer service.
- Lead and plan client engagements and evaluate service and implementation processes to identify efficiencies and internal control issues.
- Recommend business and process improvements based on clients’ operations, processes, and objectives.
- Manage client relationships, resolve client issues, and assist team leaders with research and additional services.
- Delegate and oversee work by setting goals, providing resources, removing obstacles, and scheduling deadlines.
- Maintain current knowledge of local, state, and federal tax practices and laws.
- Assist with engagement staffing, billing, and collections, and ensure client profitability targets are met.
- Network and build relationships within the firm, with clients, and in the community.
- Participate in professional development and firm-wide learning programs.
- Support team members’ growth through the Baker Tilly Care and Teach philosophy.
- Promote work-life balance through friendships, social activities, and team outings.
Benefits
- Compensation and benefits package for eligible employees.
- Career development and learning opportunities.
- Flexibility in how and where work is done.
- Programs referenced as My Time Off, My Development, and Dress for Your Day.
- Social activities and team outings that encourage work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
