Tax Manager - Private Wealth

Baker Tilly • Madison, WI

1d

About The Position

Baker Tilly is hiring a Tax Manager for its Madison office to provide tax, accounting, and business advisory services to clients. The role involves working alongside firm leadership to serve clients and build the business, while coaching staff and supporting their technical and professional development. The position offers opportunities for career growth, flexibility in how and where work is completed, and client and team relationships. Work location requirements should be discussed with a Baker Tilly talent acquisition professional.

The Tax Manager oversees client accounting and tax engagements, builds client relationships, advises on business and process improvements, and helps manage engagement staffing and profitability. The manager also develops team members through the Baker Tilly Care and Teach philosophy and participates in ongoing professional development.

Requirements

• Four-year degree.
• CPA, law license, or EA.
• 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 of experience 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, provide exceptional client service, stay current on applicable strategies, see both the big picture and details, demonstrate ethical knowledge and commitment, and complete projects with urgency, quality, and timeliness.
• Highly developed software and Microsoft Suite skills.
• Experience with private wealth clients.

Responsibilities

• Oversee and provide accounting, bookkeeping, and prepared or compiled financial statement services.
• Review and analyze client 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 identify efficiencies and internal control issues.
• Recommend business and process improvements based on clients’ operations, processes, and objectives.
• Manage and build client relationships, resolve client issues, and help team leaders research 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.
• Help manage engagement staffing, billings, and collections, and ensure client profitability targets are met.
• 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 and help associates meet their professional goals.

Benefits

• Comprehensive compensation and benefits package for eligible employees.
• Flexibility in how and where work is completed.
• Programs supporting schedule autonomy and development: My Time Off, My Development, and Dress for Your Day.
• Social activities and team outings that encourage work-life balance.

What This Job Offers

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