About this role
Job title: Tax Manager
About the Role Join Baker Tilly as a Tax Manager to deliver tax and business advisory services and tax compliance to small business clients. You will work alongside firm leadership to serve clients, grow the business, and coach a team to develop their technical and professional skills.
What You'll Do
- Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials for small business clients.
- 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.
What We're Looking For
- Experience in small business tax and accounting; ability to serve as a trusted business advisor and work face-to-face with clients to craft solutions to complex accounting and business challenges.
- Desire to work for a leading CPA advisory firm that puts clients' and employees' best interests first and fosters transparent decision-making.
- Commitment to development and the autonomy to own your schedule and career through programs (e.g., My Time Off, My Development, Dress for Your Day).
- Enthusiasm for contributing to the engagement team’s growth and building a long-term career with opportunities now and tomorrow.
Compensation & Benefits
- Upward career trajectory with flexibility in how and where you work.
- Meaningful relationships with clients, teammates and leadership.
- Development programs and a culture that supports growth, including initiatives like My Time Off, My Development and Dress for Your Day.