Tax Manager, NFP Advisory — Flexible Schedule

Baker Tilly US; Philadelphia (Philadelphia County); On-site; USD 99,000 - 148,000; Full time

Job summary

Baker Tilly in Philadelphia is seeking a Tax Manager to deliver tax and advisory services to small business clients, while coaching staff and growing the firm’s footprint. This role involves leading engagements, supervising staff, and collaborating with leadership to drive client success.

You will stay current on tax laws, manage client relationships, and contribute to process improvements, ensuring high-quality service and profitability for the firm’s NFP team.

Qualifications

• 4-year degree.
• CPA, EA or Law License.
• Five (5) years of experience.
• Eligible to work in the U.S. without sponsorship preferred.

Responsibilities

• Be a trusted member of the team providing tax, accounting and advisory services to small business clients.
• Oversee and provide 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.
• 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.

Skills

Tax advisory

Client relationships

Team leadership

Accounting

Education

Bachelor's degree in accounting

CPA/EA or Law license

Tools

Microsoft Office

Job description

Baker Tilly in Philadelphia is seeking a Tax Manager to deliver tax and advisory services to small business clients, while coaching staff and growing the firm’s footprint. This role involves leading engagements, supervising staff, and collaborating with leadership to drive client success.

You will stay current on tax laws, manage client relationships, and contribute to process improvements, ensuring high-quality service and profitability for the firm’s NFP team.