Tax Manager - Flow Through
About The Position
Baker Tilly is seeking a Tax Manager to provide tax, accounting, and business advisory services to small business clients. The role works closely with firm leadership to serve clients and build the business, while coaching staff and supporting their technical and professional development. The position offers opportunities to develop expertise in small business tax and accounting, build trusted client relationships, and contribute to the firm’s growth. Work location arrangements should be discussed with a Baker Tilly talent acquisition professional. The Tax Manager oversees client accounting, bookkeeping, and prepared or compiled financial statements; reviews accounting records and reporting; plans and leads engagements; manages client relationships and resolves issues; and supports engagement staffing, billing, collections, and profitability. The role also includes identifying process improvements and internal control issues, maintaining knowledge of tax laws and practices, building professional relationships, and supporting team members’ development through Baker Tilly’s Care and Teach philosophy.
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 mentoring and counseling associates.
- Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
- Ability to lead and supervise others, provide exceptional client service, and stay current with applicable strategies through continuous learning.
- Ability to see both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and complete projects urgently, accurately, and on time.
- Highly developed software and Microsoft Suite skills.
Nice To Haves
- Master’s or advanced degree is desirable.
- 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 prepared or compiled financial statements.
- Review and analyze accounting records or reports, consult with clients, and discuss accounting and business matters.
- Deliver responsive, timely, professional, and accurate client service.
- Lead and plan client engagements and evaluate client-service and implementation processes to identify efficiencies and internal control issues.
- Recommend business and process improvements based on client operations, processes, and objectives.
- Manage client relationships, serve as a liaison to address and resolve issues, and assist team leaders with researching and providing additional client 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 client engagement staffing, billing, and collections, and help ensure client profitability targets are met.
- Build relationships internally and externally with clients and the community.
- Pursue professional development individually and through firmwide learning and development programs.
- Support team members’ growth and development and help associates meet their professional goals.
- Participate in friendships, social activities, and team outings that encourage work-life balance.
Benefits
- Comprehensive compensation and benefits package for eligible employees.
- Flexibility in how and where work is done.
- Programs including My Time Off, My Development, and Dress for Your Day.
- Upward career trajectory and firmwide learning and development programs.
- Social activities and team outings that encourage work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
