Tax Manager - Growth & Client Advisory for SMBs

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

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Manager based in Southern California to deliver tax and advisory services to small businesses and middle-market clients. You will lead engagements, oversee accounting work, and mentor staff while partnering with firm leadership to drive growth and client satisfaction.

Join a fast-growing team that values entrepreneurship, autonomy, and professional development, with opportunities to shape client solutions and service delivery across flow-throughs

Qualifications

• CPA, Law License, or Enrolled Agent required.
• Five (5) years of experience providing tax compliance services.
• Experience with Flow-Throughs (s-corps, partnerships, et cetera) preferred.
• Two (2) years of supervisory experience, mentoring and counseling associates.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
• Ability to lead and supervise others, provide exceptional client service, and maintain ethics.
• Highly developed software and Microsoft Suite skills.

Responsibilities

• Be a trusted member of the team providing various 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.
• Deliver best-in-class customer service to clients at all times, with responsiveness and professionalism.
• Lead and plan client engagements, evaluating processes and procedures for efficiency and controls.
• Provide recommendations for business and process improvements based on client operations.
• Manage and build client relationships, address client issues, and assist with additional services.
• Delegate and oversee work, set goals, remove obstacles, and ensure timely delivery.
• Maintain knowledge of local, state, and federal tax practices and laws.
• Assist with managing staffing, billings/collections, and client profitability targets.
• Network and build relationships with clients and the community; pursue professional development.

Skills

Tax compliance

Flow-Throughs experience

Supervisory experience

Project management

Analytical skills

Communication skills

Microsoft Office

Leadership

Education

CPA / EA / Enrolled Agent

4-year degree

Master's degree preferred

Tools

Microsoft Excel

Tax software

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Manager based in Southern California to deliver tax and advisory services to small businesses and middle-market clients. You will lead engagements, oversee accounting work, and mentor staff while partnering with firm leadership to drive growth and client satisfaction.

Join a fast-growing team that values entrepreneurship, autonomy, and professional development, with opportunities to shape client solutions and service delivery across flow-throughs