Tax Manager

Job title: Tax Manager

About the Role

Baker Tilly is seeking a Tax Manager to deliver tax and business advisory services and tax compliance to small business clients, while working closely with firm leadership to serve clients and grow the business. You’ll also coach a group of talented staff to develop their technical and professional skills.

What You'll Do

• Be a trusted member of the team providing various tax, accounting and advisory services to small business 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, emphasizing responsiveness, timeliness, professionalism and accuracy.
• Lead and plan client engagements, and continuously evaluate processes and procedures within client services and implementation functions, focusing on efficiencies and internal control improvements.
• Provide recommendations for business and process improvements based upon client operations, processes, and objectives.
• Manage and build client relationships, act as liaison to resolve client issues, and assist team leaders in researching and providing additional services.
• Effectively delegate and oversee work efforts by setting goals, resources, obstacles and deadlines to meet client expectations.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Assist with managing client engagement staffing, billings/collections, and ensure profitability targets are met.
• Utilize entrepreneurial skills to network and build relationships with clients and the community.
• Invest in your professional development individually and through firm-wide learning and development programs.
• Support the growth and development of team members through firm-wide development opportunities.

What We're Looking For

• Experience providing tax and business advisory services to small business clients and executing tax compliance.
• Ability to lead engagements, review financials, analyze accounting records and communicate effectively with clients.
• Strong client service orientation and ability to manage relationships and expectations.
• Leadership mindset with the ability to coach and develop staff and collaborate with leadership.
• Entrepreneurial mindset with willingness to network and build internal/external relationships.
• Commitment to ongoing professional development and staying current on tax practices and laws.