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Baker Tilly USPosted 10/20/2026full-timeFort Lauderdale • Florida • United StatesMid-LevelSenior💰 $90,000 - $134,400 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax compliance, accounting, and advisory services, with a strong focus on client relationship management and process improvement. Proven ability to lead teams, mentor associates, and deliver exceptional client service while maintaining compliance with relevant tax laws.
Highest-signal resume keywords
CPATax ComplianceClient Relationship ManagementSupervisory ExperienceFinancial Statement Preparation
About the role
Key responsibilities & impact- Provide tax, accounting, and advisory services to small business clients
- Oversee accounting, bookkeeping, and prepared or compiled financial statements
- Review and analyze accounting records and reporting; provide analysis and consultation
- Communicate with clients about accounting and business matters
- Deliver responsive, timely, professional, and accurate customer service
- Lead and plan client engagements
- Evaluate client service and implementation processes and identify efficiencies and internal control issues
- Recommend business and process improvements based on client operations, processes, and objectives
- Manage and build client relationships; resolve client issues and assist with additional services
- Delegate and oversee work by setting goals, providing resources, removing obstacles, and scheduling deadlines
- Maintain current knowledge of local, state, and federal tax practices and laws
- Assist with engagement staffing, billings, and collections; ensure profitability targets are met
- Network and build relationships internally, externally, with clients, and with the community
- Participate in firm-wide learning and development programs
- Support team members' growth through the Baker Tilly Care and Teach philosophy
Requirements
What you’ll need- Bachelor's degree in accounting
- CPA or JD required
- Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
- Two (2)+ years of supervisory experience, mentoring and counseling associates
- Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
- Ability to lead and supervise others and provide exceptional client service
- Commitment to continuous learning and staying current regarding applicable strategies
- Appropriate ethical knowledge and commitment
- Sense of urgency and commitment to quality and timely project completion
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
- Real estate industry experience preferred
- NFP industry experience preferred
- Healthcare industry experience preferred
- Private wealth industry experience preferred
- M&D industry experience preferred
- Oil & gas industry experience preferred
- FS industry experience preferred
- PE industry experience preferred
Benefits
Comp & perks- Flexibility in how and where you get your work done
- Autonomy to own your schedule and career through My Time Off, My Development and Dress for Your Day programs
- Firm-wide learning and development programs
- Career opportunities and upward career trajectory
- Friendships, social activities and team outings that encourage a work-life balance
- Compensation and benefits package for eligible employees
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingFinancial AnalysisBookkeepingProject ManagementProcess ImprovementTax PracticesFinancial ReportingAnalytical SkillsMicrosoft SuiteClient Engagement
Soft Skills
Communication SkillsInterpersonal SkillsOrganizational SkillsMentoringCustomer Service
Certifications & Qualifications
Bachelor's Degree in AccountingCPA or JD
Industry Keywords
Real EstateNFPHealthcarePrivate WealthM&DOil & GasFSPE