Tax Manager - San Diego

Baker Tilly•San Diego, CA

1d•Hybrid

About The Position

Baker Tilly is hiring a Tax Manager for its San Diego office to provide tax, accounting, and business advisory services to small-business and middle-market clients. The manager will work closely with firm leadership, serve as a trusted client advisor, contribute to business growth, and coach and develop staff. The role includes leading client engagements, overseeing accounting and financial reporting work, maintaining strong client relationships, supporting team development, and helping meet client profitability goals. Baker Tilly describes opportunities for career advancement, flexibility in how and where work is performed, and meaningful relationships with clients, teammates, and leadership. The position also offers participation in firmwide learning and development programs and team activities that encourage work-life balance.

Requirements

Four-year degree.
CPA, law license, or Enrolled Agent credential.
Five years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
Two 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 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

Eligibility to work in the U.S. without sponsorship is preferred.

Responsibilities

Provide tax, accounting, and advisory services to small-business clients.
Oversee accounting and bookkeeping services and the preparation or compilation of financial statements.
Review and analyze accounting records and reporting; consult with clients about accounting and business matters.
Deliver responsive, timely, professional, and accurate client service.
Lead and plan client engagements, evaluate processes and procedures, identify efficiencies, and identify internal control issues.
Recommend business and process improvements based on client operations, processes, and objectives.
Manage client relationships, address and resolve client issues, and assist team leaders with research and additional client 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, billing, and collections, and help ensure client profitability targets are met.
Network and build relationships internally, with clients, and in the community.
Invest in professional development and participate in firmwide learning and development programs.
Support team members' growth through Baker Tilly's Care and Teach philosophy.