Tax Manager - Real Estate

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 (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.

Join Baker Tilly as a Tax Manager with our Real Estate group, working from Nor Cal and focusing on the Bay area. This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business and middle‑market clients from the real estate realm. 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.

• You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert for 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 its clients and employees with their best interests in mind and is transparent in its decisions
• You value your development and want a firm that provides autonomy to own your schedule and career through programs such as My Time Off, My Development and Dress for Your Day
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now and tomorrow

• Be a trusted member of the team providing various tax, accounting and advisory services to small business and middle‑market real estate 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 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 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 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

• 4‑year degree; master’s or advanced degree desirable
• CPA, Law License, or Enrolled Agent
• Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm
• Real‑estate industry experience preferred
• Two (2) years of supervisory experience, mentoring and counseling…