Tax Manager

Baker Tilly US; Irvine (CA); On-site; USD 111,000 - 145,710; Full time

Benefits offered by this job

Comprehensive compensation and benefits package

Job summary

Baker Tilly US in Irvine seeks a Tax Manager to provide tax and business advisory services to small business clients. You will work with firm leadership, coach staff, and play a crucial role in the firm's success.

The ideal candidate has over 5 years of tax compliance experience, a CPA, and strong leadership skills. This role offers a chance to make a direct impact and advance your career within a leading CPA advisory firm.

The pay range is $111,000 to $145,710, reflecting the candidate's experience and qualifications.

Qualifications

• 5+ years of experience in federal and state tax compliance.
• 2+ years of supervisory experience leading teams.
• Eligibility to work in the U.S. without sponsorship preferred.

Responsibilities

• Provide tax, accounting and advisory services to small business clients.
• Oversee accounting, bookkeeping, and financial reporting.
• Deliver best-in-class customer service.

Skills

Client service skills

Analytical skills

Organizational skills

Interpersonal skills

Project management

Communication skills

Leadership skills

Education

Bachelor's degree in accounting

Master's or advanced degree

CPA, EA or JD

Tools

Microsoft Suite

Job description

Responsibilities

Join Baker Tilly as a Tax Manager with our Irvine office! 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 coach a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these challenges, then this could be the right opportunity for you.

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 best interests in mind and are transparent in their decisions
• You value development and want a firm that gives you autonomy to own your schedule and career through programs such as 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 identifying internal control issues
• Provide recommendations for business and process improvements based on 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 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 licensed EA 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, organizational, interpersonal, project management, and communication skills
• Ability to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning and quality
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

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.

The pay rate range for this job position is $111,000 to $145,710. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.