Tax Manager - Flow Through

Baker Tilly • San Diego, CA

19d

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, contributes to business development, and helps develop staff members’ technical and professional skills. The position offers opportunities for career growth, flexibility in how and where work is performed, and meaningful relationships with clients, colleagues, and leadership. Work location requirements should be discussed with a Baker Tilly talent acquisition professional.

The Tax Manager oversees client accounting, bookkeeping, and prepared or compiled financial statements; reviews and analyzes accounting records and reporting; and provides clients with analysis and consultation. The role leads and plans engagements, improves service processes, manages client relationships and issues, supports engagement staffing and financial targets, and delegates and oversees team work. It also includes maintaining knowledge of tax laws and practices, building internal and external relationships, and supporting colleagues’ professional development through the Baker Tilly Care and Teach philosophy.

The stated pay range is $99,000 to $147,800. Actual compensation depends on relevant factors such as skills, experience, qualifications, degrees, certifications, work arrangements, and geographic location. Baker Tilly offers eligible employees a comprehensive compensation and benefits package.

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 understand both the broader business context and details.
• Appropriate ethical knowledge and commitment.
• Sense of urgency and commitment to quality and timely project completion.
• Highly developed software and Microsoft Suite skills.

Nice To Haves

• Master’s or advanced degree is desirable.
• Eligibility to work in the U.S. without sponsorship is preferred.

Responsibilities

• Provide tax, accounting, and advisory services to small business clients.
• Oversee accounting, bookkeeping, and prepared or compiled 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 and evaluate service and implementation processes for efficiencies and internal control issues.
• Recommend business and process improvements based on clients’ operations, processes, and objectives.
• Manage client relationships, resolve client issues, and help identify 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 engagement staffing, billings, and collections, and help meet client profitability targets.
• Network and build relationships with clients, colleagues, and the community.
• Pursue professional development through individual efforts and firm-wide learning programs.
• Support team members’ growth and development through the Baker Tilly Care and Teach philosophy.
• Work with firm leadership to serve clients and build the business.

Benefits

• Comprehensive compensation and benefits package for eligible employees.
• Flexibility in how and where work is done.
• Programs mentioned include My Time Off, My Development, and Dress for Your Day.
• Friendships, social activities, and team outings that encourage work-life balance.

What This Job Offers

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