Tax Manager

About the Role Baker Tilly’s BTVK Advisory is seeking a Tax Manager to guide clients on US individual tax services (1040, 1041, 990, 5500). You will oversee tax strategies, manage and review returns, and help grow client relationships through leadership and business development. What You'll Do

• Provide guidance to clients on individual tax services, demonstrating expertise in 1040, 1041, 990, or 5500.
• Determine tax service objectives, scope and methodology and actively participate in communications with client management to understand the client’s business and identify possible tax solutions.
• Oversee the calculation and analysis of tax strategies for clients and assist with delivering to the client.
• Manage and review the preparation of individuals' tax returns, estimated payments and extensions; monitor, document and apply the tax laws for US tax return preparation.
• Continue to develop relationships with clients, including involvement in networking and business development activities.
• Proficiency in CCS Access Software and Sure Prep tools.
• Ability to handle business entity tax compliance tasks effectively.
• Provide leadership (mentoring and coaching) and supervision to Tax Seniors and Staff.
• Identify opportunities for continuous improvement and contribute towards implementing them. What We're Looking For
• Bachelor's/Master’s degree with a major in accounting and CPA (US) or CA (ICAI).
• Minimum of 6 years of experience in US Taxation.
• Previous experience in a public accounting firm preferred.
• Proficient in individual taxation - 1040, 1041, 990, or 5500.
• Minimum of 2 years of supervising and training experience.
• Prior experience working with large, multi-state, internationally active middle-market clients preferred.
• Strong written and verbal communication and interpersonal skills; ability to work effectively both as part of a team and independently; strong organizational skills for managing multiple client engagements.
• Ability to work overtime, as needed and ability to travel as needed. Nice to Have
• Prior experience working with large, multi-state, internationally active middle-market clients preferred.
• Previous experience in a public accounting firm preferred.