Manager of Tax Serivices - Private Wealth

bakertilly; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Baker Tilly is seeking a Tax Manager to deliver tax, accounting and advisory services to small business clients. You will work with senior leadership, coach staff, and help grow the business while maintaining client satisfaction.

Join a leading CPA advisory firm offering upward trajectory, flexibility in where you work, and meaningful client relationships. Be part of a firm committed to development and client-focused service.

Qualifications

• Experience providing tax, accounting and advisory services to small businesses.
• Ability to oversee bookkeeping, accounting and financial statement preparation.
• Strong client communication and relationship management skills.

Responsibilities

• Be a trusted team member delivering 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 with clients, provide analysis and discuss business matters.

Skills

Tax knowledge

Accounting

Client communication

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

Responsibilities

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 small business 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, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You’ll Enjoy This Role If

• You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to 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 who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions.
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!).
• 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.

What You Will 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.