Demonstrates expertise in tax compliance, accounting, and advisory services, with a strong focus on client relationship management and team leadership. Proficient in analyzing financial statements and implementing process improvements while maintaining compliance with tax laws.

Highest-signal resume keywords

CPATax ComplianceAccounting ServicesClient Relationship ManagementSupervisory Experience

About the role

Key responsibilities & impact

Provide tax, accounting, and advisory services and tax compliance to small business clients
Oversee accounting, bookkeeping, and preparation or compilation of financial statements
Review and analyze accounting records and reporting with clients
Provide analysis, consultation, and recommendations on accounting and business matters
Deliver responsive, timely, professional, and accurate customer service
Lead and plan client engagements and evaluate 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 team 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 and ensure profitability targets are met
Network and build relationships internally, externally, with clients, and with the community
Participate in professional development and firm-wide learning programs
Support team member growth and development

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 and provide exceptional client service
Commitment to continuous learning and staying current regarding applicable strategies
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, 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
Autonomy to own your schedule and career through My Time Off, My Development and Dress for Your Day programs
Professional development and firm-wide learning and development programs
Career opportunities and upward career trajectory
Work-life balance supported by friendships, social activities and team outings
Baker Tilly Care and Teach support for team member growth and development
Compensation and benefits package for eligible employees

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial Statement PreparationTax Advisory ServicesAnalytical SkillsProject ManagementProcess Improvement

Soft Skills

Interpersonal SkillsCommunication SkillsLeadership SkillsOrganizational SkillsMentoring Skills

Tools & Technologies

Microsoft SuiteAccounting Software

Certifications & Qualifications

CPAJD

Industry Keywords

Federal TaxState TaxReal EstateHealthcarePrivate Wealth