Tax Manager - Real Estate

About the role

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast-to-coast and global advantage across major U.S. regions and key international financial centers. The firm is part of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.

Responsibilities

• Provide various tax, accounting, and advisory services to small business and middle market real estate 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 clients on accounting and business matters.
• Deliver best-in-class customer service to clients at all times, emphasizing responsiveness, timeliness, professionalism, and accuracy.
• Lead and plan client engagements, continuously evaluate processes and procedures, and implement efficiencies and identify internal control issues.
• Provide recommendations for business and process improvements based on knowledge gained from 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 tax compliance, accounting, and advisory services in a professional services firm.
• Real estate industry experience preferred.
• 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, and exhibit a sense of urgency and commitment to quality and timely project completion.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees, including a national pay rate range of $91, 220 - $172, 990, with a CA pay rate range of $112, 500 to $172, 950. The firm also provides a range of benefits, including:

• Life insurance
• Health, dental, and vision insurance
• Pension plan
• 401(k) plan
• Flexible spending account
• Employee assistance program
• Professional development opportunities
• Work-life balance initiatives