Tax Manager - Private Wealth
About The Position
Baker Tilly is seeking a Tax Manager for its Madison office to provide tax, accounting, and business advisory services to clients. The role partners with firm leadership to serve clients and build the business, while coaching staff and helping develop their technical and professional skills. The position offers opportunities for career growth, flexibility in how and where work is performed, and meaningful relationships with clients, teammates, and leadership. The Tax Manager oversees accounting, bookkeeping, and prepared or compiled financial statements; reviews accounting records and reporting; consults with clients on accounting and business matters; and leads client engagements. The role also involves improving client-service processes, identifying internal control issues, managing client relationships and engagement resources, maintaining current tax knowledge, and contributing to business development and team development.
Requirements
- Four-year degree.
- CPA, law license, or Enrolled Agent (EA) credential.
- Five years of experience.
- Eligibility to work in the U.S. without sponsorship.
Nice To Haves
- Bachelor’s, master’s, or advanced degree in accounting.
- Five or more years providing federal tax compliance and consulting services in a public accounting 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 see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and maintain urgency and commitment to quality and timely project completion.
- Highly developed software and Microsoft Suite skills.
- Experience with private wealth clients.
Responsibilities
- Provide tax, accounting, and advisory services to business clients.
- Oversee services related to accounting, bookkeeping, and 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 to improve efficiency and identify internal control issues.
- Recommend business and process improvements based on knowledge of 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, with clients, and in the community.
- Pursue professional development and participate in firm-wide learning and development programs.
- Support team members’ growth through Baker Tilly’s Care and Teach philosophy.
- Encourage work-life balance through collegial and team activities.
Benefits
- Comprehensive compensation and benefits package for eligible employees.
- Flexibility in how and where work is done.
- Programs supporting time off, professional development, and flexible dress expectations (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
