Tax Manager

Job title: Tax Manager

About the Role This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to middle market 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.

What You'll Do

• 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 the

What We're Looking For

• Experience delivering tax and business advisory services to middle-market clients.
• Ability to oversee accounting, bookkeeping, and financial statements; review and analyze records; provide analysis and client consultation.
• Strong client service orientation with professional, responsive, timely, and accurate service.
• Proven ability to lead and plan client engagements, evaluate processes, and identify internal control issues.
• Excellent relationship management and communication skills; ability to liaise with clients and support team leaders.
• Knowledge of local, state, and federal tax practices and laws.
• Entrepreneurial mindset with ability to network and build relationships.
• Commitment to professional development and participation in firm-wide learning programs.
• Alignment with the Baker Tilly Care and Teach philosophy.