Tax Services Manager: Small Business Advisor

Baker Tilly Advisory Group, LP; Seven Isles (FL); On-site; USD 90,000 - 134,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Manager to deliver tax and business advisory services and tax compliance to small business clients. You will work with firm leadership to serve clients and build the business, while coaching talented staff to develop their skills.

As one of the fastest growing firms, BT offers upward trajectory, flexible work options, and meaningful client relationships with leadership and teammates who care about your development.

Qualifications

• Bachelor's degree in accounting, master's or advanced degree desirable; CPA or JD required.
• Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm.
• Two (2)+ years of supervisory experience, mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management and communication skills.
• Highly developed software and Microsoft Suite skills.

Responsibilities

• 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

Tax compliance

Supervisory

Management

Analytical skills

Communication

Project management

Client service

Education

Accounting degree / CPA or JD preferred

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Manager to deliver tax and business advisory services and tax compliance to small business clients. You will work with firm leadership to serve clients and build the business, while coaching talented staff to develop their skills.

As one of the fastest growing firms, BT offers upward trajectory, flexible work options, and meaningful client relationships with leadership and teammates who care about your development.