Tax Manager - Real Estate

Baker Tilly•San Francisco, CA

2d•Hybrid

About The Position

Baker Tilly is a leading advisory, tax and assurance firm with a significant presence in major U.S. and global financial centers. The firm is expanding and seeking a Tax Manager for its Real Estate group in NorCal, focusing on the Bay area. This role involves delivering tax and business advisory services and tax compliance to small business and middle-market clients in the real estate sector. The Tax Manager will collaborate with firm leadership, serve clients, build the business, and mentor staff. Baker Tilly emphasizes career growth, flexibility, and meaningful relationships, offering comprehensive solutions for real estate clients. The role is ideal for someone looking to expand their expertise in small business tax and accounting, act as a trusted business advisor, and work for a firm that values employee development and client interests.

Requirements

4-year degree; master's or advanced degree desirable
CPA, Law License, or Enrolled Agent
Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm
Real estate industry experience preferred
Two (2) years of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred

Responsibilities

Be a trusted member of the team providing various tax, accounting and advisory services to small business and middle market real estate clients
Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
Maintain current knowledge of local, state, and federal tax practices and laws
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance