Tax Manager

About the role

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast-to-coast and global advantage in major U.S. regions and key international financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attestation services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Responsibilities

• Provide various tax, accounting, and advisory services to clients, overseeing and providing services pertaining to accounting, bookkeeping, and prepared or compiled financials.
• Analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with clients to discuss accounting and business matters.
• Lead and plan client engagements, continuously evaluate processes and procedures within client services and implementation functions, and implement efficiencies and identify internal control issues.
• Make recommendations for business and process improvements based on knowledge gained relative to the client’s operations, processes, and business objectives.
• Manage and build client relationships, act as a liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to clients.
• 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.
• Aid in managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize 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.

Qualifications

• 4-year degree; master's or advanced degree desirable
• CPA, Law License, or Enrolled Agent
• 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, organizational, 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 preferred

Pay

The pay rate range for this job position in Appleton & Janesville is $90,000 to $126,390. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.

The pay rate range for this job position in Madison & Milwaukee is $90,000 to $133,440. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.