Manager of Tax Serivices - Private Wealth

Baker Tilly • Miami, FL

9d

About The Position

Baker Tilly is hiring a Tax Manager to provide tax, accounting, and business advisory services to small business clients. The role works alongside firm leadership to serve clients, build the business, and contribute to the firm’s success. The manager is also responsible for coaching staff and helping develop their technical and professional skills.

The position involves acting as a trusted business advisor, building client relationships, and delivering responsive, timely, professional, and accurate service. The manager leads client engagements, oversees accounting and bookkeeping work, reviews and analyzes financial records and reporting, advises clients on accounting and business matters, and identifies opportunities to improve business processes and internal controls. The role also includes delegating and overseeing team work, managing engagement staffing and billing, maintaining knowledge of tax practices and laws, and supporting the development of team members.

Baker Tilly describes opportunities for career growth, flexibility in how and where work is completed, autonomy over scheduling and development, and participation in firm-wide learning programs. Work location status should be discussed with a talent acquisition professional.

Requirements

• 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 and provide exceptional client service.
• Commitment to continuous learning and staying current on applicable strategies.
• Ability to consider both the big picture and details, demonstrate ethical knowledge and commitment, and complete projects with urgency, quality, and timeliness.
• Highly developed software and Microsoft Suite skills.

Nice To Haves

• Master’s or advanced degree.
• Eligibility to work in the U.S. without sponsorship preferred.
• Real estate industry experience.
• NFP industry experience.
• Healthcare industry experience.
• Private wealth industry experience.
• M&D industry experience.
• Oil and gas industry experience.
• FS industry experience.
• PE industry experience.

Responsibilities

• Oversee and provide accounting, bookkeeping, and prepared or compiled financial statement services to small business clients.
• Review and analyze accounting records and reporting, provide analysis and consultation, and discuss accounting and business matters with clients.
• Deliver responsive, timely, professional, and accurate customer service.
• Lead and plan client engagements and evaluate client service and implementation processes for efficiencies and internal control issues.
• Recommend business and process improvements based on clients’ operations, processes, and objectives.
• Manage and build client relationships, resolve client issues, and help team leaders research and provide 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 client engagement staffing and billing and collections, and ensure client profitability targets are met.
• Build internal and external relationships with clients and the community.
• Participate in individual and firm-wide professional development and learning programs.
• Support team members’ growth and development through the Baker Tilly Care and Teach philosophy.

Benefits

• Compensation and benefits package for eligible employees.
• Flexibility in how and where work is completed.
• Programs supporting time off, professional development, and dress-for-the-day choices.
• Firm-wide learning and development programs.
• Social activities and team outings that encourage work-life balance.
• Upward career trajectory and professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager