Tax Manager - Not for Profit

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 113,000 - 173,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Manager for Not-For-Profit clients in the San Francisco area. You will deliver tax, accounting and advisory services, working closely with firm leadership to serve clients and grow the business while coaching staff.

In this role you will oversee accounting and financial statements, review records with clients, and provide strategic recommendations. The position offers upward trajectory, flexible work options, and meaningful client relationships

Qualifications

• Bachelor’s degree (4-year) required.
• Master’s or advanced degree desirable.
• CPA, Law license, or Enrolled Agent required.
• Five years of NFP or corporate tax compliance and advisory experience.
• Two years of supervisory experience mentoring associates.
• Strong management, analytical and communication skills.

Responsibilities

• Be a trusted member of the team providing tax, accounting and advisory services to NFP clients.
• Oversee accounting, bookkeeping and financial statements.
• Review and analyze accounting records with clients and provide consultation.
• Deliver best-in-class service, ensuring responsiveness, timeliness and accuracy.
• Lead client engagements and drive process improvements.
• Provide business improvement recommendations based on client operations.
• Manage client relationships and coordinate with team leaders.
• Delegate work, set goals and deadlines to meet client expectations.
• Maintain knowledge of applicable tax laws and practices.
• Support staffing, billing/collections and profitability targets.

Skills

Management & leadership

Analytical skills

Communication skills

Project management

Microsoft Office

Education

4-year degree

Master's degree desirable

CPA / Enrolled Agent / Law license

Tools

Microsoft Office

Job description

Overview

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

Responsibilities Want to be part of a firm that is growing, providing a lot of long-term opportunity for its employees? Then consider joining Baker Tilly as a Tax Manager in NFP! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to our NFP (Not For Profit) clients. You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You’ll enjoy this role if

• You are looking for an opportunity to expand your career in small business and middle market NFP tax and accounting, becoming an expert to the clients you serve
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm who serves their clients with their clients’ and employees’ best interests in mind and are transparent in their decisions
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow

What you will do

• Be a trusted member of the team providing various tax, accounting and advisory services to NFP 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
• 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
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
• 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
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work‑life balance

Qualifications

• 4-year degree required
• Master's degree or other advanced degree desirable
• CPA, Law License, or Enrolled Agent required
• Five (5) years providing NFP or corporate tax compliance, accounting and advisory services in a professional services firm
• 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, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred
• NFP industry experience in a public accounting environment preferred

Salary & Benefits

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees: Life at Baker Tilly | Baker Tilly

The national pay rate range is: $91, 220 - $172, 990.

In CA: pay rate range is: $112, 500 to $172, 950

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.