Tax Manager

Baker Tilly US; Milwaukee (WI); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading advisory firm in Milwaukee is seeking a Tax Manager to provide tax compliance and business advisory services to middle-market clients. The role includes developing staff, leading client engagements, and maintaining relationships while ensuring compliance with tax laws. Candidates should have a Bachelor's in accounting, CPA or JD, and several years of supervisory experience. The firm values professional development and work-life balance.

Qualifications

• 5+ years of experience providing tax compliance and advisory services.
• 2+ years of supervisory experience, mentoring and counseling associates.
• Highly developed software skills.

Responsibilities

• Deliver tax and business advisory services to middle-market clients.
• Coach and develop technical and professional staff skills.
• Lead client engagements and implement process improvements.

Skills

Client relationship management

Leadership

Analytical skills

Communication skills

Project management

Education

Bachelor's degree in accounting

CPA or JD

Tools

Microsoft Suite

Job description

Tax Manager – Baker Tilly US

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 many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. We provide professional services through an alternative practice structure, licensed professional services, and tax and business advisory services. We are part of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.

Equal Opportunity

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.

Responsibilities

• Deliver tax and business advisory services and tax compliance to middle‑market clients.
• Work side‑by‑side with firm leadership to serve clients, build the business, and directly impact the firm’s success.
• Coach a group of talented staff, developing their technical and professional skills.
• Provide accounting, bookkeeping, and prepared or compiled financial services.
• Review and analyze accounting records, provide analysis and consultation, and communicate with clients regarding accounting and business matters.
• Deliver best‑in‑class customer service with responsiveness, timeliness, professionalism, and accuracy.
• Lead and plan client engagements, continuously evaluate processes and procedures, and implement efficiencies and internal controls.
• Provide recommendations for business and process improvements based on client operations and objectives.
• Manage and build client relationships, act as liaison to resolve client issues, and assist team leaders with additional services.
• Effectively delegate and oversee work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines.
• Maintain current knowledge of local, state, and federal tax practices and laws.
• Assist with managing client engagement staffing, billings/collections, and ensuring client profitability targets are met.
• Network and build strong relationships internally and externally with clients and the community.
• Invest in personal 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.
• Participate in social activities and team outings that encourage 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, deliver exceptional client service, and show commitment to continuous learning.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Seniority & Employment

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Job function: Accounting/Auditing and Finance
• Industry: Accounting