Tax Manager - Flow-Through Advisory (Irvine)

Baker Tilly; El Segundo (CA); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

My Time Off

My Development

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Job summary

Baker Tilly in Irvine, CA is seeking a Tax Manager - Flow Through to deliver tax and advisory services to small businesses and middle-market clients. You will oversee accounting, review records, and guide staff while maintaining strong client relationships.

The role emphasizes entrepreneurial spirit, development programs, and a client-first approach with flexible work discussions. Expect collaboration with firm leadership and opportunities for career growth within a fast-growing advisory group.

Qualifications

• 4-year degree.
• CPA, Law License, or Enrolled Agent certification.
• 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.

Responsibilities

• Be a trusted member of the team providing tax, accounting and advisory services to small business and middle market 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 entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in professional development individually and through participation in firm-wide learning and development programs.
• Support 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 Enrolled Agent

Job description

Baker Tilly in Irvine, CA is seeking a Tax Manager - Flow Through to deliver tax and advisory services to small businesses and middle-market clients. You will oversee accounting, review records, and guide staff while maintaining strong client relationships.

The role emphasizes entrepreneurial spirit, development programs, and a client-first approach with flexible work discussions. Expect collaboration with firm leadership and opportunities for career growth within a fast-growing advisory group.