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About the Role

Baker Tilly is seeking a Tax Manager to deliver tax and business advisory services and tax compliance to small business clients. This role involves serving clients, building the business, and coaching staff to develop their technical and professional skills. The firm offers upward career trajectory, flexibility, and meaningful relationships.

Responsibilities

Serve as a trusted team member providing tax, accounting, and advisory services to small business clients.
Oversee and provide accounting, bookkeeping, and financial statement preparation services.
Review and analyze accounting records with clients, providing consultation and discussing business matters.
Deliver responsive, timely, professional, and accurate customer service to clients.
Lead and plan client engagements, evaluating processes for efficiencies and internal control issues.
Provide recommendations for business and process improvements based on client operations.
Manage client relationships, act as a liaison for issue resolution, and assist in researching additional services.
Delegate and oversee work efforts, setting goals, providing resources, removing obstacles, and scheduling deadlines.
Maintain current knowledge of tax practices and laws.
Assist with managing client engagement staffing, billings, collections, and profitability targets.
Utilize entrepreneurial skills to network and build internal and external relationships.
Invest in professional development through individual efforts and firm programs.
Support team member growth and development through the Baker Tilly Care and Teach philosophy.
Participate in social activities and team outings that encourage work-life balance.

Requirements

Bachelor's degree in accounting; master's or advanced degree desirable.
CPA or JD required.
Five (5)+ years of experience in federal and state tax compliance, accounting, and advisory services within a professional services firm.
Two (2)+ years of supervisory experience, including mentoring and counseling associates.
Demonstrated management, analytical, organization, interpersonal, project management, and communication skills.
Ability to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning.
Ability to see the "big picture" as well as the details.
Display appropriate ethical knowledge and commitment.
Exhibit a sense of urgency and commitment to quality and timely project completion.
Highly developed software and Microsoft Suite skills.
Eligibility to work in the U.S. without sponsorship preferred.
Real estate industry experience preferred.
NFP industry experience preferred.
Healthcare industry experience preferred.
Private wealth industry experience preferred.
M&D industry experience preferred.
Oil & gas industry experience preferred.
FS industry experience preferred.
PE industry experience preferred.

Skills

Tax compliance
Business advisory services
Accounting
Bookkeeping
Financial statement preparation
Client consultation
Client relationship management
Project management
Team leadership
Mentoring
Networking
Microsoft Suite

Location

New York, NY
Uniondale, NY
Iselin, NJ
West Palm Beach, FL
Boca Raton, FL

Work Type

Hybrid

Experience Level

Manager
5+ years of experience
2+ years of supervisory experience

Education Level

Bachelor's degree in accounting
Master's degree desirable
Advanced degree desirable
CPA
JD

Salary/Compensations

New York, NY: $112,500 - $168,000
Uniondale, NY: $108,000 - $161,200
Iselin, NJ: $103,500 - $154,500
West Palm Beach, FL: $90,000 - $134,400
Boca Raton, FL: $90,000 - $134,400

Benefits

My Time Off
My Development
Dress for Your Day
Compensation and benefits package

About the Company

Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage.
Services are provided through an alternative practice structure in accordance with AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
Baker Tilly US, LLP is a licensed independent CPA firm providing attest services.
Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services and are not licensed CPA firms.
Baker Tilly is an independent member 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.

Equal Opportunity

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.