Tax Manager: Lead Client Advisory & Team Growth

Baker Tilly (US); Milwaukee (WI); On-site; USD 90,000 - 134,000; Full time

Job summary

Baker Tilly in Milwaukee is seeking a Tax Manager to deliver tax and advisory services to small business clients. You will partner with firm leadership and mentor staff, shaping client solutions and growth.

This role requires a CPA or equivalent and five years of experience, with strong knowledge of federal and state tax compliance. The Milwaukee office offers a collaborative culture and opportunities for advancement.

Qualifications

• 4-year degree.
• CPA, EA or Law License.
• Five (5) years of experience.

Responsibilities

• Be a trusted member of the team providing various tax, accounting and advisory services to 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
• Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives

Education

4-year degree

CPA, EA or Law License

Five (5) years of experience

Job description

Baker Tilly in Milwaukee is seeking a Tax Manager to deliver tax and advisory services to small business clients. You will partner with firm leadership and mentor staff, shaping client solutions and growth.

This role requires a CPA or equivalent and five years of experience, with strong knowledge of federal and state tax compliance. The Milwaukee office offers a collaborative culture and opportunities for advancement.