Tax Services Manager — Small Business Advisor

Baker Tilly Advisory Group, LP; West Palm Beach (FL); Vor Ort; USD 90.000 - 134.000; Vollzeit

Zusammenfassung

Baker Tilly Advisory Group, LP is seeking a Tax Manager to provide tax, accounting and advisory services to small business clients and to partner with firm leadership to deliver value and growth. You will coach and develop staff while building trusted client relationships and ensuring high-quality service.

As one of the nation’s fastest-growing firms, this role offers upward career trajectory, flexible work options and meaningful client engagement.

Qualifikationen

• CPA or JD required.
• Five or more years of federal and state tax compliance, accounting and advisory services in a professional services firm.
• Two or more years of supervisory experience, mentoring and counseling associates.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
• Highly developed software and Microsoft Suite skills.

Aufgaben

• 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.

Kenntnisse

CPA or JD

Five+ years experience

Supervisory experience

Client service orientation

Strong communication

Attention to detail

Ausbildung

Bachelor's degree in accounting

Tools

Microsoft Office

Jobbeschreibung

Baker Tilly Advisory Group, LP is seeking a Tax Manager to provide tax, accounting and advisory services to small business clients and to partner with firm leadership to deliver value and growth. You will coach and develop staff while building trusted client relationships and ensuring high-quality service.

As one of the nation’s fastest-growing firms, this role offers upward career trajectory, flexible work options and meaningful client engagement.