Tax Manager - Flowthroughs (Real Estate)
About The Position
Baker Tilly is hiring a Tax Manager for its Flowthroughs Real Estate group, focused on the Bay Area and working from Northern California. The role provides tax, accounting, and business advisory services to small business and middle-market real estate clients. The Tax Manager works with firm leadership to serve clients and build the business, and coaches staff to develop their technical and professional skills. The role offers flexibility in how and where work is done, along with opportunities for career development and client relationships. Baker Tilly is a public accounting and advisory firm formed through the merger of Moss Adams and Baker Tilly. Its real estate clients have access to the firm’s tax, advisory, and related services. Work location requirements should be discussed with a Baker Tilly talent acquisition professional.
Requirements
- Four-year degree.
- CPA, law license, or EA credential.
- At least five years of experience.
- Eligibility to work in the U.S. without sponsorship.
- Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
- Ability to lead and supervise others, provide exceptional client service, and stay current on applicable strategies through continuous learning.
- Ability to see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and complete projects with urgency, quality, and timeliness.
- Highly developed software and Microsoft Suite skills.
Nice To Haves
- Bachelor’s, master’s, or advanced degree in accounting.
- Five or more years of experience providing federal tax compliance and consulting services in a public accounting firm.
- Two or more years of supervisory experience, including mentoring and counseling associates.
- Real estate industry experience.
Responsibilities
- Provide tax, accounting, and advisory services to small business and middle-market real estate clients.
- Oversee accounting and bookkeeping services and the preparation or compilation of financial statements.
- Review and analyze accounting records and reports; consult with clients and discuss accounting and business matters.
- Deliver responsive, timely, professional, and accurate client service.
- Lead and plan client engagements, evaluate service processes, implement efficiencies, and identify 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 researching and providing 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 meeting client profitability targets.
- Network and build relationships internally and externally with clients and the community.
- Pursue professional development individually and through firm-wide learning programs.
- Support team members’ growth through the Baker Tilly Care and Teach philosophy.
- Participate in friendships, social activities, and team outings that encourage work-life balance.
Benefits
- Compensation and benefits package for eligible employees.
- Flexibility in how and where work is done.
- Career development programs, including My Time Off, My Development, and Dress for Your Day.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
