Tax Manager: Client Advisory & Growth Lead

Baker Tilly Advisory Group, LP; Medford (OR); On-site; USD 90,000 - 133,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Oregon seeks a Tax Manager to deliver tax and business advisory services to small business clients. You will lead a team, coach staff, and work closely with firm leadership to drive client success.

You will oversee accounting, tax compliance, and advisory services, review client records, provide insights, and help develop your team's skills while maintaining exceptional client service and professional growth opportunities.

Qualifications

• Bachelor's degree in accounting required; master's or advanced degree preferred.
• CPA, Law License, or Enrolled Agent required.
• Five (5)+ years of experience in federal and state tax compliance, accounting and advisory services in a professional services firm.
• Two (2)+ years of supervisory experience, mentoring and counseling associates.

Responsibilities

• 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.

Education

Bachelor's degree in accounting

Master's or advanced degree preferred

CPA, Law License, or Enrolled Agent required

Tools

Microsoft Office

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP in Oregon seeks a Tax Manager to deliver tax and business advisory services to small business clients. You will lead a team, coach staff, and work closely with firm leadership to drive client success.

You will oversee accounting, tax compliance, and advisory services, review client records, provide insights, and help develop your team's skills while maintaining exceptional client service and professional growth opportunities.