Tax Manager, Flow-Through — Lead Advisory & Growth

Baker Tilly (US); Santa Monica (CA); On-site; USD 104,000 - 155,000; Full time

Job summary

Baker Tilly in Irvine, CA is seeking a Tax Manager - Flow Through to deliver tax and business advisory services to small business and middle-market clients. You will coach staff, manage engagements, and partner with leadership to drive client success and firm growth.

The role emphasizes strong technical knowledge, client relationship building, and the ability to supervise teams while maintaining top-quality service and timely delivery in a fast-paced environment.

Qualifications

• CPA, Law License or EA required; 4-year degree minimum.
• 5+ years of experience in tax and advisory services.
• Supervisory experience and client service focus.

Responsibilities

• Provide tax, accounting and advisory services to small business clients.
• Oversee engagements, review accounting records and discuss outcomes with clients.
• Lead client engagements and coach staff to develop technical skills.
• Maintain up-to-date knowledge of tax laws and industry practices.
• Manage staffing, billing, and profitability targets for engagements.
• Build and maintain strong client relationships and provide solution-driven advice.

Skills

Client service

Team leadership

Communication

Project management

Education

CPA, Law License, or EA

4-year degree

Accounting degree (Bachelor/Master)

Tools

Microsoft Office Suite

Tax software

Job description

Baker Tilly in Irvine, CA is seeking a Tax Manager - Flow Through to deliver tax and business advisory services to small business and middle-market clients. You will coach staff, manage engagements, and partner with leadership to drive client success and firm growth.

The role emphasizes strong technical knowledge, client relationship building, and the ability to supervise teams while maintaining top-quality service and timely delivery in a fast-paced environment.