Tax Manager - Not for Profit

Job title: Tax Manager - Not for Profit

About the Role Join Baker Tilly as a Tax Manager! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to our Not-for-Profit (NFP) 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

• Be a trusted member of the team providing various tax, accounting and advisory services to NFP 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 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

What We're Looking For

• Experience providing tax, accounting and advisory services to Not-for-Profit clients; ability to supervise and coach staff
• Demonstrated ability to lead client engagements, manage workflows, and improve processes
• Strong knowledge of local, state, and federal tax practices and laws, with up-to-date regulatory awareness
• Excellent communication and relationship-management skills, with a client-service mindset
• Entrepreneurial mindset with the ability to network and contribute to business development
• Experience in budgeting, staffing, billing, and ensuring profitability of client engagements
• Ability to work with leadership and collaborate across teams to deliver integrated services