Tax Manager - Not for Profit

About the role

Join Baker Tilly as a Tax Manager in the Not-For-Profit (NFP) practice. This role offers the opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to NFP clients. You will work closely with firm leadership, serve clients, build the business, and mentor a team of talented staff. Baker Tilly is one of the fastest-growing firms in the nation, providing upward career trajectory, flexibility in work arrangements, and meaningful relationships with clients and colleagues.

Responsibilities

• Serve as a trusted advisor providing tax, accounting, and advisory services to NFP clients.
• Oversee and deliver accounting, bookkeeping, and prepared or compiled financial statements.
• Review and analyze accounting records, provide consultation, and communicate with clients on accounting and business matters.
• Lead and plan client engagements, evaluate processes, and identify efficiencies and internal control issues.
• Recommend business and process improvements based on client operations and objectives.
• Manage and build client relationships, acting as a liaison to resolve issues and provide additional services.
• Delegate and oversee work efforts, set goals, and ensure timely delivery to meet client expectations.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Manage client engagement staffing, billings, collections, and ensure profitability targets are met.
• Network internally and externally to build relationships with clients and the community.
• Invest in professional development through firm-wide learning programs and support team growth using the Baker Tilly Care and Teach philosophy.
• Participate in social activities and team outings that encourage work-life balance.

Requirements

• 4-year degree required; Master's degree or other advanced degree desirable.
• CPA, Law License, or Enrolled Agent certification required.
• Five (5) years of experience providing NFP or corporate tax compliance, accounting, and advisory services in a professional services firm.
• Two (2) years of supervisory experience, including mentoring and counseling associates.
• Demonstrated skills in management, analytics, organization, interpersonal relations, project management, and communication.
• Ability to lead and supervise others, provide exceptional client service, and commit to continuous learning.
• Proficiency in software and Microsoft Suite tools.
• Eligibility to work in the U.S. without sponsorship preferred.
• NFP industry experience in a public accounting environment preferred.

Pay

The national pay rate range for this position is $91,220 - $172,990. In California, the pay rate range is $112,500 - $172,950. Actual compensation is influenced by skills, experience, qualifications, degrees, certifications, work arrangements, and geographic location.

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. Learn more about Life at Baker Tilly.