Tax Manager - Advisory Leader for Client Growth

Baker Tilly (US); Madison (WI); On-site; USD 90,000 - 134,000; Full time

Job summary

Baker Tilly in Madison is seeking a Tax Manager to deliver tax, accounting and advisory services to business clients. You will work alongside firm leadership to serve clients and build the business, and you will mentor a group of staff to develop their skills.

As one of the fastest growing firms in the nation, Baker Tilly offers upward trajectory, flexibility in how and where you work, and meaningful client relationships. The role requires a 4-year degree, CPA/License, and 5 years of experience.

Qualifications

• Minimum a 4-year degree is required.
• CPA, Law License, or EA credentials are required.
• Five (5) years of experience in tax/ advisory roles preferred.

Responsibilities

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

Education

4-year degree

CPA, Law License, or EA

Five (5) years of experience

Job description

Baker Tilly in Madison is seeking a Tax Manager to deliver tax, accounting and advisory services to business clients. You will work alongside firm leadership to serve clients and build the business, and you will mentor a group of staff to develop their skills.

As one of the fastest growing firms in the nation, Baker Tilly offers upward trajectory, flexibility in how and where you work, and meaningful client relationships. The role requires a 4-year degree, CPA/License, and 5 years of experience.