Tax Manager, Small Business Advisory & Growth

Baker Tilly Advisory Group, LP; West Palm Beach (FL); On-site; USD 90,000 - 134,000; Full time

Benefits offered by this job

Real estate industry experience

Healthcare industry experience

Private wealth industry experience

M&D industry experience

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Manager to deliver tax and business advisory services to small business clients. You will work with firm leadership, serve clients, and coach a team of staff to grow skills and capability.

You will oversee tax compliance, accounting and advisory work, build client relationships, and drive process improvements while maintaining the highest professional standards. This role offers growth opportunities within a leading CPA advisory firm.

Qualifications

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

Responsibilities

• 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.

Skills

CPA/JD required

5+ years tax experience

Client relationships

Leadership

Communication skills

Education

Bachelor's degree in accounting

Master's degree desirable

CPA or JD required

Tools

Microsoft Suite

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Manager to deliver tax and business advisory services to small business clients. You will work with firm leadership, serve clients, and coach a team of staff to grow skills and capability.

You will oversee tax compliance, accounting and advisory work, build client relationships, and drive process improvements while maintaining the highest professional standards. This role offers growth opportunities within a leading CPA advisory firm.