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Tax Manager

  • Job
    Full-time
    Senior Level
  • Accounting & Tax
  • Tempe

AI generated summary

  • You must have a Bachelor's in accounting, CPA or JD, 5+ years of tax experience, 2+ years in a supervisory role, strong communication skills, ability to lead and provide exceptional client service, and eligibility to work in the U.S. without sponsorship.
  • You will oversee client tax, accounting, and advisory services, review records, analyze financials, lead client engagements, build relationships, and stay current on tax laws. Support team growth, maintain client profitability, and enjoy work-life balance.

Requirements

  • Bachelor's Degree in accounting, Masters 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, organization, interpersonal, project management, communication skills
  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, 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
  • Highly developed software and Microsoft Suite skills
  • Eligibility to work in the U.S. without sponsorship preferred

Responsibilities

  • 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

FAQs

What qualifications are required for the Tax Manager position?

Successful candidates for the Tax Manager position will need to have a Bachelor's Degree in accounting (Masters or advanced degree desirable), a CPA or JD certification, at least five years of experience providing federal and state tax compliance, accounting, and advisory services in a professional services firm, and at least two years of supervisory experience. Highly developed software and Microsoft Suite skills are also important.

What will the Tax Manager be responsible for in this role?

The Tax Manager will be responsible for providing various tax, accounting, and advisory services to small business clients. This includes overseeing and providing services related to accounting, bookkeeping, and financials, planning and leading client engagements, managing client relationships, and staying current with local, state, and federal tax practices and laws. The Tax Manager will also be tasked with managing client engagement staffing, billings/collections, networking, and supporting the growth and development of team members.

What kind of work environment can a Tax Manager expect at Baker Tilly?

A Tax Manager at Baker Tilly can expect a dynamic work environment that values growth, development, and work-life balance. The firm offers opportunities for upward career trajectory, flexibility in work arrangements, and meaningful relationships with clients, teammates, and leadership. Additionally, there are professional development programs, social activities, and team outings that contribute to a positive and supportive work environment.

How can a Tax Manager contribute to the professional growth of their team members?

A Tax Manager can contribute to the professional growth of their team members by employing the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. This includes mentoring, counseling, and providing resources for individual development. The Tax Manager can also support team members through firm-wide learning and development programs, as well as fostering a work environment that encourages friendships, social activities, and a healthy work-life balance.

Accounting
Industry
10,001+
Employees
1931
Founded Year

Mission & Purpose

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.