Tax Manager - Private Equity at Baker Tilly | NY, US | Rezi

Tax Manager - Private Equity at Baker Tilly

Tax Manager - Private Equity

Baker Tilly · NY, US

5 days ago

Tax Manager - Private Equity

Baker Tilly · NY, US

5 days ago
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About the Role

Baker Tilly is seeking a Tax Manager for their New York office to serve Private Equity clients. This role involves delivering tax and business advisory services, tax compliance, client relationship management, and coaching staff. The firm offers career growth, flexibility, and meaningful relationships.

Responsibilities

  • Serve as a trusted team member providing tax, accounting, and advisory services to private equity clients.
  • Oversee accounting, bookkeeping, and financial statement preparation/compilation.
  • Review and analyze accounting records, provide consultation, and communicate with clients on accounting and business matters.
  • Deliver responsive, timely, professional, and accurate client service.
  • Lead and plan client engagements, evaluating processes for efficiencies and internal control issues.
  • Recommend business and process improvements based on client operations and objectives.
  • 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, and removing obstacles.
  • Maintain current knowledge of tax practices and laws.
  • Assist with client engagement staffing, billings, collections, and profitability targets.
  • Network and build internal and external relationships.
  • Participate in individual and firm-wide professional development.
  • Support team member growth through the Baker Tilly Care and Teach philosophy.
  • Participate in social activities and team outings that encourage work-life balance.

Requirements

  • 4-year degree
  • CPA, EA or Law License
  • Five (5) years of experience
  • Bachelor's degree in accounting, master's or advanced degree desirable
  • 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
  • Experience working with Private Equity clients a plus
  • Demonstrated management, analytical, organization, interpersonal, project management, communication skills
  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
  • Ability to work without sponsorship preferred

Skills

  • Tax compliance
  • Business advisory services
  • Accounting
  • Financial statement preparation
  • Client relationship management
  • Team leadership
  • Mentoring
  • Project management
  • Communication
  • Analytical skills
  • Organization skills
  • Interpersonal skills

Location

  • New York, NY
  • Uniondale, NY
  • Philadelphia, PA

Work Type

  • Onsite

Experience Level

  • Manager
  • Five (5) years of experience
  • Five (5)+ years of experience
  • Two (2)+ years of supervisory experience

Education Level

  • 4-year degree
  • Bachelor's degree in accounting
  • Master's or advanced degree desirable

Salary/Compensations

  • $108,000 to $161,200 (Uniondale, NY)
  • $112,500 to $168,000 (New York, NY)
  • $99,000 to $147,800 (Philadelphia, PA)

Benefits

  • 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.
  • They operate in major regions of the U.S. and global financial centers.
  • Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure.
  • 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.
  • Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.
  • The network has 141 territories, 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.