Baker Tilly

Tax Manager - Real Estate

Baker Tilly$112K — $172K *
Real Estate & Construction
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting; master's or advanced degree desirable
  • CPA, Law License, or Enrolled Agent certification required
  • 5+ years of tax compliance, accounting and advisory experience
  • Preferred experience in the real estate industry
  • 2+ years of supervisory experience mentoring associates
  • Strong management, analytical, organization, interpersonal, and communication skills
  • Proficient in software and Microsoft Suite, with a commitment to continuous learning.

Responsibilities

  • Provide tax, accounting, and advisory services to real estate clients
  • Oversee accounting functions and prepare financial statements
  • Review client financials, providing insights and consultations
  • Deliver exceptional customer service to clients
  • Lead client engagements and enhance process efficiency
  • Generate recommendations for business improvements
  • Develop and manage strong client relationships
  • Delegate and oversee team efforts to meet deadlines
  • Stay informed on tax laws and regulations
  • Assist in managing client engagements and profitability goals
  • Leverage networking skills to build internal and external relationships
  • Participate in professional development opportunities
  • Support team growth through mentorship and training
  • Foster team camaraderie through social activities.

Benefits

  • Flexibility in work scheduling and location
  • Opportunities for career advancement in a growing firm
  • Autonomy in professional development and time management
  • Engagement in team-building activities and social events
  • Culture valuing client and employee interests, with transparent decision-making.
Full Job Description
Job Description:


Responsibilities

Just one year ago, Moss Adams and Baker Tilly merged to form the #6 public accounting and advisory firm in the US; now, during our second year as a combined firm, we plan to have a tremendous surge of growth. Would you like to bolster your own career while growing along with us? Join Baker Tilly as a Tax Manager with our Real Estate group, working from NorCal and focusing on the Bay area! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business and middle market clients from the real estate realm. 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! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

Because Baker Tilly has built up a strong set of comprehensive solutions and services for real estate clients of all types, clients often choose BT for our expertise, enhanced capability, and our overall ability to effectively impact their own businesses positively as they grow.


You’ll enjoy this role if:

  • 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 who serves their clients with their clients’ and employees’ best interests in mind and are transparent in their decisions

  • 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!)

  • 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:

  • Be a trusted member of the team providing various tax, accounting and advisory services to small business and middle market real estate 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 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

Qualifications

  • Successful candidates will have:

  • Bachelor's degree in accounting, master's or advanced degree desirable

  • CPA, Law License, or Enrolled Agent

  • Five (5)+ years of experience providing tax compliance, accounting and advisory services in a professional services firm

  • Real estate industry experience preferred

  • 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 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

  • Highly developed software and Microsoft Suite skills

  • Eligibility to work in the U.S. without sponsorship preferred

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees:

The national pay rate range is: $91, 220 - $172, 990.

In CA, pay rate range is: $112, 500 to $172, 950

#LI-MS #hybrid

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