Tax Manager - Not for Profit
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. 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.
About the role
This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to our NFP (Not For Profit) 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.
As one of the fastest growing firms in the nation, Baker Tilly offers upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
Responsibilities
- Be a trusted member of the team providing various tax, accounting and advisory services to NFP 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
Qualifications
- 4-year degree required
- Master's degree or other advanced degree desirable
- CPA, Law License, or Enrolled Agent required
- Five (5) years providing NFP or corporate 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, and 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
- NFP industry experience in a public accounting environment preferred
Pay
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 national pay rate range is: $91,220 - $172,990. In CA: pay rate range is: $112,500 to $172,950.
Benefits
Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. Learn more about Life at Baker Tilly.