Tax Manager – Private Client Services, Private Wealth
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: Rancho Cordova • California • United States
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Salary
💰 $91,220 - $172,950 per year
About the role
- Be a trusted member of the team providing various 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 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 identification of internal control issues
- Provide recommendations for business and process improvements based upon 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 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
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Requirements
- Bachelor's degree in accounting or related major; master's or advanced degree desirable
- Licensed CPA, EA, or JD required
- Five (5)+ years of experience providing individual and flow-through accounting and advisory services in a professional services firm
- Two (2)+ years of supervisory experience, mentoring and counseling associates
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
- Private wealth/High Net Wealth industry experience preferred
Benefits
- Flexible working hours
- Professional development opportunities
- Autonomy in schedule and career
- Social activities and team outings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountingbookkeepingfinancial analysistax practicesprocess improvementinternal controlclient engagementfinancial reportingadvisory servicessupervisory experience
Soft Skills
customer servicecommunicationleadershiprelationship managementdelegationproblem-solvingmentoringteam developmentgoal settingprofessionalism
Certifications
CPAEAJD