Tax Manager - Partnerships - PE Portfolio Company Tax

Job title: Tax Manager - Partnerships - PE Portfolio Company Tax

About the Role Join Baker Tilly as a Tax Manager with our PE Partnerships group! This is a great opportunity to grow your career as a valued advisor delivering tax and business advisory services and tax compliance to private equity 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 PE 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.

What We're Looking For

• Proven experience as a Tax Manager or similar role with a focus on partnerships, including private equity portfolio companies.
• Ability to coach and develop staff; strong leadership and mentoring skills.
• Experience leading client engagements, managing workloads, and delivering high-quality tax and advisory services.
• Strong communication and relationship-management abilities; comfortable working with senior leadership and clients.
• Knowledge of local, state and federal tax practices and laws, and ability to stay current.
• Entrepreneurial mindset with the ability to build networks and generate new business opportunities.
• Comfortable with flexible schedules and autonomy to manage your time and career growth.

Nice to Have

• Experience serving private equity clients and portfolio companies.
• Track record of process improvement and internal control enhancements.
• Ability to work in a fast-growing firm with opportunity for upward mobility.

Compensation & Benefits

• The posting highlights opportunities for upward career trajectory, flexibility in how and where work gets done, and meaningful relationships with clients, teammates, and leadership.
• Professional development programs referenced include My Time Off, My Development, and Dress for Your Day, along with a culture focused on client and employee well-being.
• Salary range, benefits and other compensation details are not specified in the posting.