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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook, and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Responsibilities

• Be a trusted member of the team providing various tax, accounting, and advisory services to middle market clients
• Conduct primary and secondary review of complex tax returns, including federal and state filings
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with clients 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
• 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 clients
• 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
• Aid in managing client engagement staffing, billings/collections, and ensuring 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

Requirements

• 5 years of experience
• 4-year degree
• CPA, Law License, Enrolled Agent (preferred)
• Bachelor's degree in accounting, master's or advanced degree desirable
• 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

Qualifications

• 5+ years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm
• 2+ years of supervisory experience, mentoring, and counseling associates
• Master's or advanced degree in accounting, finance, or related field (desirable)
• CPA or JD preferred
• Eligible to work in the U.S. without sponsorship