Tax Manager - Small Business Advisory

Baker Tilly (US); Uniondale (NY); On-site; USD 108,000 - 161,000; Full time

Job summary

Baker Tilly (US) is seeking a Tax Manager to deliver tax and advisory services to small business clients while working alongside firm leadership to drive growth and client success.

You will coach a team of staff, develop their technical and professional skills, and help expand the firm’s capabilities. The role offers upward mobility and meaningful engagement with clients and leadership.

Qualifications

• 4-year degree is required.
• CPA, Law License, Enrolled Agent required.
• Five (5) years of experience in a professional services environment would be ideal.

Responsibilities

• Be a trusted member of the team providing tax, accounting and advisory services to small business clients.
• Oversee accounting, bookkeeping and financial statements for client engagements.
• Review accounting records with clients and provide analysis and recommendations.
• Deliver high-quality client service, remain responsive, timely and accurate.
• Lead client engagements and optimize processes and internal controls.
• Develop client relationships and mentor staff to build capabilities.
• Assist with staffing, billing, and profitability targets for engagements.

Skills

Leadership

Client advisement

Communication

Project management

Education

Bachelor's degree in accounting

CPA license

Enrolled Agent

Law license

Tools

Microsoft Office

Job description

Baker Tilly (US) is seeking a Tax Manager to deliver tax and advisory services to small business clients while working alongside firm leadership to drive growth and client success.

You will coach a team of staff, develop their technical and professional skills, and help expand the firm’s capabilities. The role offers upward mobility and meaningful engagement with clients and leadership.