Tax Senior Manager - Flow through (PE portfolio companies)

Baker Tilly • San Francisco, CA

5h

About The Position

Baker Tilly is seeking a Tax Senior Manager to serve private equity portfolio company clients in Northern California. The role provides federal tax compliance and consulting services to middle-market and multinational clients, with opportunities to advise clients, build business, and contribute to the firm’s growth. The Tax Senior Manager works with firm leadership and engagement teams, leads day-to-day client relationships, and mentors and develops staff. The firm describes opportunities for career growth, flexibility in how and where work is performed, and meaningful relationships with clients, teammates, and leadership. Work location status should be discussed with a Baker Tilly talent acquisition professional.

Requirements

• Four-year degree.
• CPA, law license, or EA.
• At least eight years of experience.
• Eligibility to work in the United States without sponsorship.
• Demonstrated management, analytical, organizational, interpersonal, project-management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, and maintain a commitment to continuous learning.
• Ability to 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.

Nice To Haves

• Bachelor’s, master’s, or advanced degree in accounting.
• Eight or more years providing federal tax compliance and consulting services in a public accounting firm.
• Private equity industry experience, particularly with portfolio companies.
• Five or more years of supervisory experience, including mentoring and counseling associates.

Responsibilities

• Provide federal tax compliance and consulting services to industry-specific clients.
• Lead day-to-day tax client relationships and serve as a trusted business advisor.
• Consult on technical matters and special projects involving corporate and flow-through taxation, accounting methods, and ASC 740.
• Research tax matters, respond to IRS and other tax authority inquiries, and make recommendations to clients.
• Coordinate with specialty tax practices on state and local, high-net-worth, international, research and development, credits, and incentives matters.
• Manage client engagement staffing, billing and collections, and client profitability targets.
• Network and build internal and external relationships to acquire new clients, projects, and revenue.
• Pursue professional development through individual effort and firm-wide learning and development programs.
• Support team members’ growth and development through the Baker Tilly Care and Teach philosophy, helping associates meet professional goals.
• Lead, supervise, mentor, and counsel associates.

Benefits

• Compensation and benefits package for eligible employees.
• Flexibility in how and where work is done.
• Programs supporting autonomy over schedules and careers, including My Time Off, My Development, and Dress for Your Day.
• Friendships, social activities, and team outings that encourage work-life balance.

What This Job Offers

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