Tax Manager, Private Client

Baker Tilly • New York City, NY

14h

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 closely with firm leadership, serves as a trusted client advisor, and contributes to business growth. The Tax Manager also coaches and develops staff, helps build client and community relationships, and supports the success and professional growth of engagement teams. The position offers career-development opportunities and flexibility in how and where work is completed; applicants should discuss work-location requirements 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 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 see both the big picture and details, demonstrate ethical knowledge and commitment, and show urgency and commitment to quality and timely project completion.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Nice To Haves

• Master’s or advanced degree.
• 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.
• Review and analyze accounting records and reports with clients; provide analysis and consultation and discuss accounting and business matters.
• Deliver responsive, timely, professional, and accurate customer service to clients.
• Lead and plan client engagements, evaluate client service and implementation processes, and identify 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 assist team leaders with research and identifying additional services.
• Delegate and oversee team 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 meeting client profitability targets.
• Network and build relationships internally, with clients, and in the community.
• Participate in individual and firm-wide professional development and learning programs.
• Support team members’ professional growth through the Baker Tilly Care and Teach philosophy.
• Encourage work-life balance through friendships, social activities, and team outings.

Benefits

• Compensation and benefits package for eligible employees.
• Career-development opportunities and flexibility in how and where work is completed.
• Programs referenced as My Time Off, My Development, and Dress for Your Day.
• Firm-wide learning and development programs.
• Social activities and team outings that encourage work-life balance.

What This Job Offers

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