Tax Sr. Manager, Services & Tech

Baker Tilly Advisory Group; New York (NY); On-site; USD 140,000 - 180,000; Full time

Job summary

Baker Tilly Advisory Group is a leading advisory, tax and assurance firm seeking a seasoned tax professional to serve as a strategic advisor to clients in the professional services industry, delivering high-quality tax planning and compliance solutions for partnerships, corporations and individual shareholders.

The role focuses on building client relationships, driving business development, mentoring a high-performing team, and staying current with tax law changes to keep the firm and clients

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA, EA, or Law License required.
• 8+ years of progressive tax experience in public accounting, with focus on Professional Services.

Responsibilities

• Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners.
• Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws.
• Build and maintain strong client relationships, ensuring exceptional client service and satisfaction.
• Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships.
• Develop and execute strategic business development plans to increase firm visibility and revenue within the Professional Services industry.
• Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients.
• Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth.
• Provide guidance and training to staff on technical tax matters, client communication, and business development strategies.
• Lead performance evaluations and career development discussions, ensuring team members reach their professional goals.
• Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed.
• Oversee complex tax compliance engagements, including tax returns and filings.
• Review and approve technical tax research and memos, ensuring accuracy and strategic insight.

Skills

Strategic advisory

Client relationship management

Leadership

Communication

Mentoring

Education

Bachelor's degree in Accounting/Finance

CPA/EA/Law License

Tools

Tax software

Microsoft Office

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

RESPONSIBILITIES

• Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations and individual shareholders/partners.
• Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws.
• Build and maintain strong client relationships, ensuring exceptional client service and satisfaction.
• Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships.
• Develop and execute strategic business development plans to increase firm visibility and revenue within the Professional Services industry.
• Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients.
• Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth.
• Provide guidance and training to staff on technical tax matters, client communication, and business development strategies.
• Lead performance evaluations and career development discussions, ensuring team members reach their professional goals.
• Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed.
• Oversee complex tax compliance engagements, including tax returns and filings.
• Review and approve technical tax research and memos, ensuring accuracy and strategic insight.

QUALIFICATIONS

• Education:
  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA, EA, or Law License required.
• Experience:
  • 8+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry.
  • Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters.
  • Expertise in Partnership tax concepts including special allocation and state and local complexities.
  • Demonstrated success in business development, client relationship management, and practice growth.
  • Strong leadership, team development, and mentoring abilities.
  • Excellent communication, analytical, and problem-solving skills.
  • Proficient in using tax software and Microsoft Office applications.

The pay ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements,