Tax Manager - Partnerships - PE Portfolio Tax

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 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 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.

Join Baker Tilly as a Tax Manager within our PE Partnerships group. This role offers a career path as a valued advisor delivering tax and business advisory services and tax compliance to private equity clients, working side‑by‑side with firm leadership, coaching staff, and building client relationships. The position emphasizes client service, process improvement, and professional growth in a fast‑growing firm.

• 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 their best interests in mind, transparent in its decisions.
• You value your development and want a firm that provides you the 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 in the future.

• Be a trusted member of the team providing tax, accounting and advisory services to PE 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 about accounting and business matters.
• Deliver best‑in‑class customer service to clients at all times, emphasizing responsiveness, timeliness, professionalism and accuracy.
• Lead and plan client engagements, continuously evaluating processes and procedures with an 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, acting as liaison to address and resolve client issues, and assisting team leaders in researching and providing additional services to clients.
• 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 ensuring 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…