Tax Manager, Services & Tech

Baker Tilly • New York City, NY

2d

About The Position

Baker Tilly is hiring a Tax Manager to provide tax, accounting, and business advisory services to small business clients. The role involves serving as a trusted client advisor, working alongside firm leadership to serve clients and build the business, and coaching staff to develop their technical and professional skills. The position offers career development opportunities, flexibility in how and where work is completed, and the opportunity to build relationships with clients, colleagues, and firm leadership. Work location requirements should be discussed with a Baker Tilly talent acquisition professional.

The Tax Manager oversees accounting, bookkeeping, and prepared or compiled financial services; reviews accounting records and reports; consults with clients about accounting and business matters; and plans and leads engagements. The role also includes managing client relationships and engagement economics, identifying process improvements and internal control issues, staying current on tax laws, and supporting the professional development of team members.

Requirements

• Bachelor’s degree in accounting.
• CPA or JD required.
• At least five years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm.
• At least two 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 big picture 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.
• Real estate industry experience.
• NFP industry experience.
• Healthcare industry experience.
• Private wealth industry experience.
• M&D industry experience.
• Oil and gas industry experience.
• FS industry experience.
• PE industry experience.
• 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 preparation or compilation of 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 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 assist team leaders with researching and providing additional services.
• Delegate and oversee team 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 ensure client profitability targets are met.
• Network and build relationships internally, with clients, and in the community.
• Pursue professional development through individual efforts and firm learning programs.
• Support team members’ growth through the Baker Tilly Care and Teach philosophy.

Benefits

• Compensation and benefits package for eligible employees.
• Career development programs and flexibility in how and where work is completed.
• Programs referenced as 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