Apply on Employer Site

Baker Tilly · 2 weeks ago

Tax Manager - Partnerships - PE Portfolio Company Tax

United States

Full-time

Remote

Mid, Senior Level

$106K/yr - $183K/yr

5+ years exp

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Tax Manager will deliver tax and business advisory services and tax compliance to small business clients while coaching a team of talented staff and contributing to the firm's success.

AccountingConsulting

No H1B

Responsibilities

Join Baker Tilly as a Tax Manager! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients

You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success

Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills

Be a trusted member of the team providing various tax, accounting and advisory services to small business clients:

Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials

Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters

Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate

Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues

Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives

Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client

Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery

Maintain current knowledge of local, state, and federal tax practices and laws

Assist with managing 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 clients and the community

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

Qualification

CPATax complianceAccounting servicesSupervisory experienceAnalytical skillsProject managementMicrosoft SuiteInterpersonal skillsCommunication skillsMentoring

Required

Bachelor's degree in accounting, master's or advanced degree desirable

CPA or JD required

Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm

Two (2)+ 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