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Baker Tilly USPosted 10/21/2026full-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 ExperienceAccounting Advisory Services
About the role
Key responsibilities & impact- Provide tax, accounting, and advisory services to small business clients
- Oversee accounting, bookkeeping, and prepared or compiled financials
- Review and analyze accounting records and reporting with clients
- Provide analysis and consultation on accounting and business matters
- Deliver responsive, timely, professional, and accurate customer service
- Lead and plan client engagements
- Evaluate client services 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 and resolve client issues
- Assist team leaders in researching and providing additional client services
- Delegate and oversee work efforts, set goals, provide resources, remove obstacles, and schedule deadlines
- Maintain current knowledge of local, state, and federal tax practices and laws
- Assist with engagement staffing, billings, and collections
- Ensure client profitability targets are met
- Network and build relationships internally, externally, with clients, and with the community
- Participate in individual and firm-wide professional development
- Support team member 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
- Exceptional client service skills
- Commitment to continuous learning and staying current regarding applicable strategies
- Ability to understand the big picture and details
- Appropriate ethical knowledge and commitment
- Sense of urgency and commitment to quality and timely completion of projects
- 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
- My Time Off program
- My Development program
- Dress for Your Day program
- Autonomy to own your schedule and career
- Firm-wide learning and development programs
- Friendships, social activities and team outings that encourage 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 AnalysisTax PracticesProject ManagementFinancial ReportingProcess ImprovementBookkeepingAnalytical SkillsMicrosoft SuiteClient Engagement
Soft Skills
Interpersonal SkillsCommunication SkillsLeadershipOrganizational SkillsMentoring
Certifications & Qualifications
Bachelor's Degree in AccountingCPA or JD
Industry Keywords
Real EstateNFPHealthcarePrivate WealthM&DOil & GasFSPE