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Tax Manager

Baker Tilly
Appleton, WI; Janesville, WI; Milwaukee, WI; Madison, WI
On-site

About this role

About the Role Baker Tilly is seeking a Tax Manager to serve as a valued advisor delivering tax and business advisory services and tax compliance to middle-market clients. You will work alongside firm leadership to serve clients, build the business, and directly influence the firm’s success, while coaching and developing a team of talented staff.

What You'll Do

  • Provide tax, accounting and advisory services to clients, including overseeing accounting/bookkeeping and preparing or compiling financial statements.
  • Review and analyze client accounting records, discuss findings with clients, and deliver consulting on accounting and business matters.
  • Deliver best-in-class client service with a focus on responsiveness, timeliness, professionalism and accuracy.
  • Lead and plan client engagements; evaluate processes; implement efficiencies and address internal control issues.
  • Recommend business and process improvements based on client operations and objectives.
  • Manage and build client relationships; liaise to resolve client issues; assist leaders in researching and providing additional services.
  • Delegate and oversee work by setting goals, providing resources, removing obstacles, and setting deadlines to meet client expectations.
  • Maintain knowledge of local, state, and federal tax practices and laws; assist with staffing, billing/collections and profitability targets.
  • Use entrepreneurial skills to network and build relationships with clients and the community; participate in firm-wide learning and development programs.
  • Support growth and development of team members through Baker Tilly’s Care and Teach philosophy.

What We're Looking For

  • Experience delivering tax and business advisory services to middle-market clients.
  • Ability to lead and coach staff; strong client relationship management.
  • Strong communication and consulting skills; ability to identify and implement process improvements.
  • Demonstrated entrepreneurial mindset and willingness to network internally and externally.
  • Commitment to professional development and participation in firm learning programs.

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