Tax Manager

Baker Tilly US; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading advisory and tax firm in Madison, Wisconsin, seeks a Mid-Senior level professional to provide tax and business advisory services to middle-market clients. The role involves leading engagements, managing client relationships, and supporting the growth of team members. Required qualifications include a Bachelor’s degree in accounting, CPA or JD, and five years of relevant experience. The firm promotes a collaborative environment and offers growth opportunities.

Qualifications

• Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm.
• Two (2)+ years of supervisory experience mentoring and counseling associates.
• Ability to lead and supervise others, providing exceptional client service.

Responsibilities

• Deliver various tax, accounting, and advisory services to clients.
• Oversee accounting, bookkeeping, and prepared or compiled financials.
• Lead and plan client engagements, evaluate processes, and implement efficiencies.

Skills

Management skills

Analytical skills

Interpersonal skills

Project management skills

Communication skills

Microsoft Suite skills

Education

Bachelor’s degree in accounting

Master’s or advanced degree

CPA or JD

Job description

Baker Tilly is a leading advisory, tax, and assurance firm with a coast‑to‑coast and global presence in major financial centers including New York, London, San Francisco, Los Angeles, Chicago, and Boston. Our firm emphasizes professionalism, ethical conduct, and client‑focused service.

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, veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Seniority level

Mid‑Senior level

Responsibilities

This role provides tax and business advisory services and tax compliance to middle‑market clients. You will work side‑by‑side with firm leadership, coach a group of staff, and contribute to the firm’s growth.

• Deliver various tax, accounting, and advisory services to clients.
• Oversee accounting, bookkeeping and prepared or compiled financials.
• Review and analyze accounting records, provide analysis and consultation, and communicate with clients.
• Deliver best‑in‑class customer service, emphasizing responsiveness, timeliness and professionalism.
• Lead and plan client engagements, evaluate processes, and implement efficiencies and internal controls.
• Provide recommendations for business and process improvements.
• Manage and build client relationships, act as liaison and assist team leaders.
• Delegate work, set goals, provide resources, remove obstacles, and schedule deadlines to meet client expectations.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Assist with managing client engagement staffing, billings/collections, and ensuring profitability targets.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally.
• Invest in professional development through firm‑wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy.
• Enjoy friendships, social activities and team outings that encourage a work‑life balance.

Qualifications

• Bachelor’s degree in accounting; master’s or advanced degree desirable.
• CPA or JD required.
• Five (5)+ years of experience providing 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.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Employment type

Full‑time

Job function

Accounting / Auditing and Finance