Tax Senior Manager - Flow through (PE portfolio companies)

Baker Tilly•San Jose, CA

1d•$105,900 - $234,200

About The Position

Baker Tilly (BT) is seeking a Tax Senior Manager in NorCal for PE portfolio company clients. This role offers a significant opportunity to act as a valued business advisor, delivering industry-focused tax advisory and compliance services to middle-market clients. You will collaborate closely with firm leadership to serve clients and contribute to business growth, directly impacting the firm's success. Additionally, you will mentor and coach staff, leveraging your expertise to foster their technical and professional development. As one of the nation's fastest-growing firms, BT provides opportunities for upward career trajectory, flexibility in work arrangements, and meaningful relationships with clients, teammates, and leadership who are invested in your development. The role is ideal for those seeking to build a career in a specific industry, become an industry expert, and act as a trusted business advisor working face-to-face with clients to solve complex accounting and business challenges. You will work for a leading CPA advisory firm serving middle-market clients, where owners prioritize both client and employee interests and maintain transparency in decision-making. The firm values employee development, offering autonomy in managing schedules and careers through structured programs like My Time Off, My Development, and Dress for Your Day. You will also contribute to your engagement team's professional growth and develop your own leadership skills for a career with extensive opportunities.

Requirements

4-year degree
CPA, Law License, or EA
Eight (8) years of experience
Bachelor’s, master’s, or advanced degree in accounting
Eight (8)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
PE industry experienced preferred, particularly with portfolio companies
Five (5)+ 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

Responsibilities

Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients.
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational.
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740.
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration.
Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas.
Manage 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 the goal of acquiring new clients, projects, and revenue.
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.