Tax Manager, Flow-Through Advisory & Team Lead

Baker Tilly Advisory Group, LP; Irvine (CA); On-site; USD 111,000 - 146,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Irvine is seeking a Tax Manager - Flow Through to deliver tax and advisory services to small business and middle-market clients. You will work with firm leadership to manage engagements, supervise staff, and provide strategic tax solutions.

You will coach a talented team while maintaining high client service standards, ensuring timely and accurate results, and contributing to business growth and client satisfaction across the practice.

Qualifications

• Requires CPA, law license, or Enrolled Agent.
• Five years of tax compliance, accounting and advisory services in a professional services firm.
• Two years of supervisory experience.
• Strong client service, project management, communication and leadership skills.

Responsibilities

• Oversee bookkeeping, accounting and financial statements for clients.
• Review accounting records, provide analysis and discuss matters with clients.
• Lead client engagements and manage delivery to meet timelines and budgets.
• Manage client relationships and mentor staff to develop skills.
• Stay current on local, state and federal tax practices and laws.
• Assist with staffing, billing and profitability targets for engagements.

Skills

Leadership

Client service

Project management

Communication

Analytical

Education

CPA license

Law license

Enrolled Agent

4-year degree

Tools

Microsoft Suite

Accounting software

Job description

Baker Tilly Advisory Group, LP in Irvine is seeking a Tax Manager - Flow Through to deliver tax and advisory services to small business and middle-market clients. You will work with firm leadership to manage engagements, supervise staff, and provide strategic tax solutions.

You will coach a talented team while maintaining high client service standards, ensuring timely and accurate results, and contributing to business growth and client satisfaction across the practice.