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 local, state, and federal tax laws.

Highest-signal resume keywords

CPATax ComplianceClient Relationship ManagementSupervisory ExperienceFinancial Analysis

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, consultation, and communicate about accounting and business matters
Deliver responsive, timely, professional, and accurate client 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, 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 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 individual and firm-wide professional development
Support team-member growth and development through the Baker Tilly Care and Teach philosophy
Participate in friendships, social activities, and team outings

Requirements

What you’ll need

Bachelor's degree in accounting required; master's or advanced degree desirable
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 both the big picture and details
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
Industry experience in real estate, NFP, healthcare, private wealth, M&D, oil & gas, FS, or PE 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
Work-life balance encouraged through friendships, social activities and team outings
Compensation and benefits package for eligible employees

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

AccountingFinancial ReportingTax AdvisoryProject ManagementProcess ImprovementAnalytical SkillsBookkeepingClient EngagementInternal ControlsProfitability Management

Soft Skills

Interpersonal SkillsCommunication SkillsLeadershipMentoringOrganizational Skills

Tools & Technologies

Microsoft SuiteAccounting Software

Certifications & Qualifications

Bachelor's Degree in AccountingMaster's Degree (Desirable)JD (Desirable)

Industry Keywords

Real EstateHealthcarePrivate WealthNFPM&DOil & GasFinancial ServicesPrivate Equity