Tax Manager: Small Business Advisor and Team Leader

Baker Tilly (US); Boca Raton (FL); Sur place; USD 90 000 - 134 000; Plein temps

Résumé du poste

Baker Tilly in the United States is seeking a Tax Manager to deliver tax and advisory services to small business clients, collaborating with firm leadership to drive client success and engagement profitability. You will coach staff and lead engagements, shaping solutions with a client-first mindset while advancing your own development within a growing national firm.

The role emphasizes private client service, cross-functional collaboration, and opportunities for flexible scheduling and career

Qualifications

• Bachelor's degree in accounting; master's or advanced degree desirable
• CPA or JD required
• Five+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
• Two+ years of supervisory experience
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills

Responsabilités

• Be a trusted member of the team providing various tax, accounting and advisory services to small 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
• 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

Connaissances

Management

Analytical skills

Organization

Interpersonal skills

Project management

Communication skills

Formation

Bachelor's degree in accounting

CPA or JD

Outils

Microsoft Office

Description du poste

Baker Tilly in the United States is seeking a Tax Manager to deliver tax and advisory services to small business clients, collaborating with firm leadership to drive client success and engagement profitability. You will coach staff and lead engagements, shaping solutions with a client-first mindset while advancing your own development within a growing national firm.

The role emphasizes private client service, cross-functional collaboration, and opportunities for flexible scheduling and career