Tax Manager at Baker Tilly's New York office providing advisory services to private wealth clients. Leading engagements and mentoring team members to enhance their professional skills.
About the role
- Manager overseeing tax compliance processes at Baker Tilly, providing client tax services and driving operational improvements. Collaborating with principals and cross-functional teams for service excellence and compliance.
Responsibilities
- Cultivate and manage relationships with principals, serving as a trusted advisor while exercising discretion and maintaining strict confidentiality.
- Act as a key point of contact on principal tax-related matters, ensuring clear communication and professionalism.
- Oversee and coordinate electronic filing (e-filing) of tax returns and extensions, ensuring compliance with deadlines, regulations, and firm standards.
- Review, assemble, and validate tax documents such as returns and extensions, ensuring accuracy and completeness before submission.
- Direct processes for maintaining client records, both digital (e.g., GoFileRoom) and physical, ensuring secure storage and efficient retrieval.
- Design, implement, and manage workflows to support tax operations, including tracking deliverables, monitoring deadlines, and coordinating team activities.
- Lead initiatives and special projects that improve service delivery, optimize compliance practices, and align with evolving business needs.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or related field (or equivalent experience).
- 5+ years of experience in tax compliance, administration, or professional services.
- Strong knowledge of tax deadlines, e-filing, and compliance requirements.
- Proven ability to manage complex workflows and meet tight deadlines with accuracy.
- Proficiency in document management systems (e.g., GoFileRoom) and Microsoft Office Suite.
- Exceptional organizational skills and attention to detail.
- Strong relationship management skills with the ability to work effectively across teams and with leadership.
- High level of discretion and judgment in handling confidential information.
- Track record of driving process improvements and operational efficiency as an individual contributor.
Benefits
- Equal opportunity/affirmative action employer
- Paid time off
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