Tax Manager - Private Equity

Baker Tilly • New York City, NY

1d

About The Position

Baker Tilly is hiring a Tax Manager to provide tax, accounting, and business advisory services to private equity clients across a variety of industries. The role involves working closely with firm leadership, serving as a trusted client advisor, helping build the business, and coaching staff in their technical and professional development. The position is associated with the New York office; work location requirements should be discussed with a Baker Tilly talent acquisition professional.

The Tax Manager leads client engagements and oversees accounting, bookkeeping, and the preparation or compilation of financial statements. The manager reviews and analyzes client accounting records and reporting, consults on accounting and business matters, identifies process improvements and internal control issues, and manages client relationships and engagement operations. The role also includes developing team members, building relationships internally and externally, and participating in professional development.

Requirements

• Four-year degree.
• CPA, EA, or law license.
• At least five years of experience.
• Ability to work without sponsorship preferred.
• 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 big picture and details, demonstrate ethical knowledge and commitment, and prioritize quality and timely project completion.

Nice To Haves

• Bachelor’s degree in accounting; a master’s or advanced degree is desirable.
• Five or more years of federal and state tax compliance, accounting, and advisory experience in a professional services firm.
• Two or more years of supervisory experience, including mentoring and counseling associates.
• Experience working with private equity clients.

Responsibilities

• Provide tax, accounting, and advisory services to private equity clients across a variety of industries.
• Oversee accounting, bookkeeping, and services related to prepared or compiled financial statements.
• 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 client service.
• 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 knowledge of clients’ operations, processes, and objectives.
• Manage client relationships, resolve client issues, and assist team leaders in 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, with clients, and in the community.
• Invest in professional development and participate in firm-wide learning and development programs.
• Support team members’ growth and development through the Baker Tilly Care and Teach philosophy.
• Help associates meet their professional goals.

What This Job Offers

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