Tax Manager

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 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 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 and professional tax and business advisory services. 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.

Join Baker Tilly as a Tax Manager in our Dallas office. You will provide tax and business advisory services and tax compliance to small‑business clients, coach a group of staff, and partner with firm leadership to grow the client base. Your work will directly impact our firm’s success.

• Looking to expand your career in small business tax and accounting and become an expert to your clients.
• Seeing yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions.
• Wanting to work for a leading CPA advisory firm that values transparency and best interests of clients and employees.
• Valuing your development and enjoying autonomy to own your schedule and career through programs such as My Time Off and My Development.
• Wanting to contribute to the engagement team’s professional growth and build a career with opportunities now and tomorrow.

• Provide various tax, accounting and advisory services to small‑business clients.
• Oversee and provide services regarding accounting, bookkeeping and prepared/compiled financials.
• Review and analyze accounting records and reporting, provide analysis and consultation, and communicate with clients about accounting and business matters.
• Deliver best‑in‑class customer service, responsive, timely, professional and accurate.
• Lead and plan client engagements, continuously evaluate processes and procedures, implement efficiencies, and identify internal control issues.
• Recommend business and process improvements based on client operations and objectives.
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist leaders in researching additional services.
• Delegate and oversee work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines.
• Maintain current knowledge of local, state and federal tax practices and laws.
• Assist with managing client engagement staffing, billings/collections, and ensure profitability targets are met.
• Network and build strong internal and external relationships with clients and community.
• Invest in your professional development through firm‑wide learning programs.
• Support growth and development of team members and partake in team outings and social activities that encourage work‑life balance.

• Bachelor’s degree in accounting; master’s or advanced degree desirable.
• CPA or JD required.
• Five (5) or more years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm.
• Two (2) or more years of supervisory experience mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project‑management and communication skills.
• Ability to lead and supervise, provide exceptional client service, demonstrate commitment to continuous learning, see the big picture and details, exhibit ethical knowledge, and a sense of urgency and quality.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.

M…