Tax Manager

1 day ago

Milwaukee WI United States Baker Tilly Full time

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 Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Job Description: Responsibilities

Join Baker Tilly as a Tax Manager with our WI Advantage team, working hybrid out of our Milwaukee 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 be a coach to 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’ll enjoy this role if:

  1. You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve.
  2. 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.
  3. You want to work for a leading CPA advisory firm who serves their clients with their clients’ and employees’ best interests in mind and are transparent in their decisions.
  4. You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day).
  5. You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow .

What you will do:

  1. Be a trusted member of the team providing various tax, accounting and advisory services to small business clients.
  2. Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
  3. Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters.
  4. Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate.
  5. 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.
  6. Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives.
  7. 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.
  8. Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery.
  9. Maintain current knowledge of local, state, and federal tax practices and laws.
  10. Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
  11. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
  12. Invest in your professional development individually and through participation in firm wide learning and development programs.
  13. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
  14. Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications

Successful candidates will have:

  1. Bachelor's degree in accounting; master's or advanced degree desirable.
  2. CPA, EA, or JD required.
  3. Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm.
  4. Two (2)+ years of supervisory experience, mentoring and counseling associates.
  5. Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
  6. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
  7. Highly developed software and Microsoft Suite skills.
  8. Eligibility to work in the U.S. without sponsorship preferred.
#J-18808-Ljbffr

  • Tax Preparer

    1 day ago

    Washington, DC, United States Liberty Tax Full time

    Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Job Summary The Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical...

  • Tax Manager WI

    2 weeks ago

    Milwaukee, WI, United States Creative Financial Staffing Full time

    TAX MANAGER - 100% RemoteWhy You'll Love the Tax Manager Role: Flexible Work Environment: Enjoy the convenience of remote work. Career Advancement: Be part of a dynamic accounting and tax firm with opportunities to advance to a Partner/Owner position. Fantastic Culture: Participate in team outings and enjoy free lunches while working in a supportive...

  • Seasonal Tax Preparer

    1 week ago

    Milwaukee, United States A Better Tax Services Part time

    Job DescriptionJob DescriptionA Better Tax Service is looking for a Seasonal Tax Preparer (Part-time) for starting mid-to-late January 2025. Are you looking for additional income for the tax season (Jan-Apr)? This position offers 2nd shift and/or weekend work if desired for part-time hours of 20-25 per week.Essential Duties:Informing clients or employers on...

  • Seasonal Tax Preparer

    1 week ago

    Milwaukee, United States A Better Tax Services Part time

    Job DescriptionJob DescriptionAre you looking for additional income for the tax season?A Better Tax Service is looking for a Seasonal Tax Preparer (Part-time) for starting mid-to-late January 2025. This position offers 2nd shift and/or weekend work if desired for part-time hours of 20-25 per week.Essential Duties:Informing clients or employers on the tax...

  • Sales & Use Tax Manager

    4 weeks ago

    Milwaukee, WI, United States Rite-Hite Full time

    Sales & Use Tax ManagerRite-Hite is the global leader in the manufacture and distribution of industrial loading dock and door equipment. Our innovative products and world class sales organization ensure solid, consistent growth, both for our company and our staff. We are always looking ahead to develop innovative new products and services to improve our...

  • Sales & Use Tax Manager

    1 month ago

    Milwaukee, WI, United States Rite-Hite Company Full time

    Job Category:FinanceSchedule:Full timeJob Description:Essential Duties and Responsibilities include the following. Other duties may be assigned. Manage and review the preparation and filing of all sales and use tax returns in all applicable state and local jurisdictions and the related indirect taxes in the provinces of Canada. Evaluates and designs...

  • Supervising Senior Tax Analyst

    2 days ago

    Florham Park, NJ, United States Global Tax Management Full time

    Are you seeking an opportunity to join a fast-growing and employee-centric firm, and possess a desire for career growth? Then we encourage you to apply! We are currently seeking a Supervising Senior Tax Analyst to join our growing team! We offer a flexible hybrid work schedule and support work/life balance. Who we are: In addition to being recognized as a...

  • Tax Manager

    1 day ago

    Marshfield, WI, United States MBE CPAs Full time

    What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to clients within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax...

  • Tax Manager

    2 days ago

    Madison, WI, United States Honkamp Krueger & Co., P.C Full time

    Honkamp, P.C . is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2023) that was formerly known as Honkamp Krueger & Co., P.C. Founded in 1947 and serving client organizations from coast to coast, Honkamp's clients range from privately held organizations to individuals and nonprofits. We specialize in industries including construction...

  • Indirect Tax Director

    1 day ago

    Milwaukee, WI, United States API Delevan, Inc. Full time

    The Indirect Tax Director is an integral member of the Corporate Tax department and will be a key partner to the Senior Tax Director for the preparation and execution of key tax processes within the indirect compliance and accounting workstreams; including, global indirect tax filings (e.g. US S&U, VAT, CA GST), U.S. use tax filings and purchase review,...

  • Indirect Tax Director

    1 day ago

    Milwaukee, WI, United States Regal Rexnord Corp Full time

    The Indirect Tax Director is an integral member of the Corporate Tax department and will be a key partner to the Senior Tax Director for the preparation and execution of key tax processes within the indirect compliance and accounting workstreams; including, global indirect tax filings (e.g. US S&U, VAT, CA GST), U.S. use tax filings and purchase review,...

  • Tax Preparer

    4 weeks ago

    Flagstaff, AZ, United States Absolute Tax & Financial Solutions Full time

    We are currently seeking a seasonal tax professional to join our team.They will work out of a retail tax office in Flagstaff, AZ. Specific hours TBD.This also position offers an attractive bonus program.Required to apply for this job:2 years of individual & corporate tax preparation experience required.Flexible to work additional hours at night and on...

  • Quantitative Economic and Statistics Tax Manager

    2 days ago

    Milwaukee, WI, United States Ernst and Young Full time

    At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The...

  • Tax Manager WI

    2 weeks ago

    Janesville, WI, United States Creative Financial Staffing Full time

    What we love about the Tax Manager opportunity: Ability to work remotely but need to be within commutable distance to Janesville on an as needed basis Join a growing accounting and tax firm with the ability to move into a Partner position if desired Great culture: team outings and free lunch! Passionate about supporting local community Well-rounded...

  • Tax and accounting manager

    4 weeks ago

    Waukesha, WI, United States Andaloro, Smith & Krueger, LLP Full time

    Company DescriptionAndaloro, Smith & Krueger, LLP is a future-forward firm moving into its sixth decade of servicing businesses and individuals for their tax and accounting needs. We are looking for an experienced professional to work with a core group of CPA's who is both adaptable to changing laws and technologies, while also prioritizing work-life harmony...

  • Tax Manager

    6 months ago

    Milwaukee, United States Quad Full time

    As a global marketing experience company, Quad’s goal is to help our clients win every day. We use our data-driven integrated marketing and manufacturing platform to streamline solutions for our clients, reduce friction and enhance their marketing spend effectiveness. We’ve built a rich legacy by believing in our people, allowing them to act like owners...

  • Director of Tax Reporting and Compliance

    1 day ago

    Milwaukee, WI, United States U.S. Bank National Association Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Client Manager In Corporate Department

    2 days ago

    Kent, WA, United States Charter Tax Full time

    Added on 20th February 2024 Location: Kent Job Type: Full Time We are looking for a client manager to join our expanding Corporate team at Charter Tax. The role would include: Managing a portfolio of predominantly Limited Company clients, helping with their statutory reporting and business and tax planning. Reviewing financial statements, predominantly...

  • Private Client/Senior Manager

    1 day ago

    Kent, WA, United States Charter Tax Full time

    Added on 20th February 2024 Kent Full Time Charter Tax is a specialist tax & accounting firm with offices in Goudhurst (Kent) and London. We enjoy an enviable range of clients, with a focus on international & UK HNWIs, as well as having a dedicated corporate & OMB team. Our goal is to provide clients with comprehensive team support and as such, we don’t...

  • Tax Manager WI

    2 weeks ago

    milwaukee, United States Creative Financial Staffing Full time

    TAX MANAGER - 100% RemoteWhy You'll Love the Tax Manager Role: Flexible Work Environment: Enjoy the convenience of remote work. Career Advancement: Be part of a dynamic accounting and tax firm with opportunities to advance to a Partner/Owner position. Fantastic Culture: Participate in team outings and enjoy free lunches while working in a supportive...