Tax Manager - San Diego

Job title: Tax Manager - San Diego

About the Role Join Baker Tilly as a Tax Manager in our San Diego office! This role offers the opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business and middle market 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. If you are invigorated by these exciting challenges, this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT offers upward career trajectory, flexibility in how and where you work, and meaningful relationships with clients, teammates and leadership who truly care about your development.

What You'll Do

• Be a trusted member of the team providing various tax, accounting and advisory services to small business 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 clients.
• Efficiently 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 of the practice.

What We're Looking For

• You’re excited to expand your career in small business tax and accounting, becoming an expert for the clients you serve.
• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
• You want to work for a leading CPA advisory firm that serves its clients with their clients’ and employees’ best interests in mind and is transparent in its decisions.
• You value your development and want to work for a firm that provides autonomy to own your schedule and career through programs.
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow.