Tax Manager - Not Profit

Responsibilities

Join Baker Tilly as a Tax Manager! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to our NFP (Not For Profit) clients.

• Be a trusted member of the team providing various tax, accounting and advisory services to NFP 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 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 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 the 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.

• You are looking for an opportunity to expand your career in small business and middle market NFP 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 their best interests in mind and acts transparently in its decisions.
• You value your development and want to work for 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 for tomorrow.

• 4-year degree; master’s or advanced degree desirable.
• CPA, Law License, or Enrolled Agent.
• Five (5) years providing NFP or corporate 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, see the big picture and details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timely completion of projects.
• Highly developed software and Microsoft Suite skills.
• Eligibility to work in the U.S. without sponsorship preferred.
• NFP industry experience preferred.

Salary ranges for this position are:

• In San Francisco, CA: $130,000 to $172,950.
• In Walnut Creek, CA: $126,500 to $166,300.

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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.