Manager of Tax Serivices - Private Wealth

Baker Tilly (US); Miami (FL); Sur place; USD 90 000 - 134 000; Plein temps

Résumé du poste

Baker Tilly in the United States seeks a Tax Manager to deliver tax and advisory services to small business clients. You will coach staff, work with firm leadership, and help drive growth across client engagements, ensuring quality, timely delivery and client satisfaction.

The role offers upward career trajectory, flexibility in work arrangements, and opportunities to build meaningful client relationships while developing professional skills within a leading CPA advisory firm.

Qualifications

• Bachelor's degree in accounting; CPA or JD preferred.
• Five+ years federal/state tax compliance and advisory services.
• Two+ years of supervisory experience.
• Strong analytical, organizational and communication skills.
• Ability to lead client engagements and manage staff.

Responsabilités

• Be a trusted member providing tax, accounting, and advisory services to small business clients.
• Oversee accounting, bookkeeping and financial statements.
• Review and discuss accounting records with clients and provide analysis.
• Deliver superior client service with responsiveness and accuracy.
• Lead client engagements and improve processes.
• Manage client relationships and assist team leaders.
• Delegate work and meet delivery deadlines.
• Stay current on local, state, and federal tax practices.
• Support staffing, billing and profitability targets.
• Develop relationships internally and externally.
• Participate in firm-wide learning and development.

Connaissances

Tax compliance

Accounting

Advisory services

Leadership

Project management

Communication

Formation

Bachelor's in Accounting

CPA or JD

Outils

Microsoft Office

Description du poste

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.

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, 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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

Job Description:

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, 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
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualifications

• Successful candidates will have:
• Bachelor's degree in accounting, master's or advanced degree desirable
• CPA or JD required
• Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
• Two (2)+ years of supervisory experience, mentoring and counseling associates
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the \"big picture\" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred
• Optional Bullets
• Real estate industry experience preferred
• NFP industry experience preferred
• Healthcare industry experience preferred
• Private wealth industry experience preferred
• Real estate industry experience preferred
• M&D industry experience preferred
• Oil & gas industry experience preferred
• FS industry experience preferred
• PE industry experience preferred

The pay range for this position is $90,000 to $134,400. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.