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Baker Tilly USPosted 10/20/2026full-timeMiami • 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 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-service and implementation processes and procedures
- Implement efficiencies and identify internal control issues
- Recommend business and process improvements based on client operations and objectives
- Manage and build client relationships and resolve client issues
- Assist team leaders with researching and providing additional client 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 client engagement staffing, billing, and collections
- Ensure client 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-member growth through the Baker Tilly Care and Teach philosophy
Requirements
What you’ll need- Bachelor's degree in accounting
- CPA or JD required
- 5+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm
- 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 on applicable strategies
- 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, NFP, healthcare, private wealth, M&D, oil & gas, FS, or 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
- Firm-wide learning and development programs
- Work-life balance encouraged through friendships, social activities and team outings
- 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 ImprovementInternal Control EvaluationTax Practices KnowledgeClient Engagement StaffingBilling ManagementMicrosoft Suite
Soft Skills
Interpersonal SkillsCommunication SkillsAnalytical SkillsOrganizational SkillsMentoring
Certifications & Qualifications
Bachelor's Degree in AccountingCPAJD
Industry Keywords
Real EstateHealthcarePrivate WealthNFPOil & GasFinancial ServicesM&DPE