NFP Tax Manager: Advisory & Client Growth Leader

Baker Tilly US; Orlando (FL); On-site; USD 91,000 - 173,000; Full time

Job summary

Baker Tilly US is seeking a Tax Manager for Not-For-Profit (NFP) clients in Orlando. You will advise on tax and accounting, oversee financial statements, and coach staff to develop technical and professional skills.

You will lead client engagements, drive process improvements, and ensure high-quality service while staying current with tax laws and regulations. A CPA or EA is required with 5 years in NFP/corporate tax advisory.

Qualifications

• 4-year degree required.
• Master's degree or other advanced degree desirable.
• CPA, Law License, or Enrolled Agent required.
• Five (5) years providing NFP or corporate 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, and stay current with applicable strategies.

Responsibilities

• 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.
• 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 entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in professional development individually and through firm-wide learning and development programs.
• Support growth and development of team members through Baker Tilly Care and Teach philosophy.

Skills

Leadership

Analytical skills

Communication

Project management

Client service

Microsoft Suite

Education

Bachelor's degree

Master's degree desirable

CPA / Law License / Enrolled Agent

Tools

Microsoft Office

Job description

Baker Tilly US is seeking a Tax Manager for Not-For-Profit (NFP) clients in Orlando. You will advise on tax and accounting, oversee financial statements, and coach staff to develop technical and professional skills.

You will lead client engagements, drive process improvements, and ensure high-quality service while staying current with tax laws and regulations. A CPA or EA is required with 5 years in NFP/corporate tax advisory.