Tax Advisory Leader - Clients, Strategy & Growth

Baker Tilly Advisory Group, LP; Appleton (WI); On-site; USD 90,000 - 126,000; Full time

Job summary

Baker Tilly is seeking a seasoned professional to deliver tax and business advisory services to middle market clients, working closely with firm leadership to shape client strategy and growth. You will coach a talented staff, helping develop technical and professional skills while driving high-quality client outcomes.

As a fast-growing firm, Baker Tilly offers upward career trajectory, flexible work options, and meaningful relationships with clients and colleagues, with autonomy to manage your

Qualifications

• 4-year degree; master's or advanced degree desirable.
• CPA, Law License, or Enrolled Agent
• 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

Responsibilities

• Be a trusted member of the team providing various tax, accounting and advisory services to 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

Skills

Tax compliance

Accounting

Client relationships

Supervisory experience

Project management

Communication skills

Education

Bachelor's degree

Master's degree desirable

Tools

Microsoft Office

Accounting software

Job description

Baker Tilly is seeking a seasoned professional to deliver tax and business advisory services to middle market clients, working closely with firm leadership to shape client strategy and growth. You will coach a talented staff, helping develop technical and professional skills while driving high-quality client outcomes.

As a fast-growing firm, Baker Tilly offers upward career trajectory, flexible work options, and meaningful relationships with clients and colleagues, with autonomy to manage your