Tax Manager

Baker Tilly US; Washington (District of Columbia); On-site; USD 91,220 - 172,950; Full time

Benefits offered by this job

Work-life balance

Professional development opportunities

Job summary

A leading advisory firm in Washington, DC is looking for a Tax Manager who will deliver tax and advisory services to small business clients while managing client relationships and guiding a team. The ideal candidate will have at least five years of tax compliance experience and a CPA or JD. This position involves leading client engagements, mentoring staff, and ensuring the success of diverse tax services while maintaining a professional work-life balance.

Qualifications

• Five (5)+ years of federal and state tax compliance experience.
• Two (2)+ years of supervisory experience, mentoring developers.
• Ability to provide exceptional client service.

Responsibilities

• Deliver tax and business advisory services to small business clients.
• Manage client engagements and oversee accounting services.
• Lead and develop staff while ensuring high-quality service.

Skills

Client relationship management

Analytical skills

Project management

Communication skills

Leadership

Education

Bachelor’s degree in accounting

CPA or JD

Job description

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. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Responsibilities

Join Baker Tilly as a Tax Manager with our DC 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 be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills.

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 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.

Qualifications

• Bachelor’s degree in accounting, master’s or advanced degree desirable.
• CPA 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, 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.

Compensation Range

$91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Equal Employment Opportunity Statement

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.