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.

Join Baker Tilly as a Tax Manager with our Salt Lake City office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will coach a group of talented staff, utilizing your experience to help develop their technical and professional skills.

If you are invigorated by these exciting challenges, then this could be the right opportunity for you!

• You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve.
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges.
• You want to work for a leading CPA advisory firm that serves clients with transparency and integrity.
• You value your development and want a firm that provides you autonomy to own your schedule and career through programs.
• You want to contribute to your engagement team’s professional growth and enhance your own skills.

• Be a trusted member of the team providing 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 clients 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 with emphasis on implementing efficiencies and identifying internal control issues.
• Provide recommendations for business and process improvements based on 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 clients.
• Effectively delegate and oversee 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 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.

• Bachelor’s degree in accounting; master’s 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, organizational, interpersonal, project management and communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, and exhibit a sense of urgency and commitment to quality and timely completion.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship…