Tax Manager - Real Estate

About This Role

This Tax Manager role focuses on the Real Estate sector, providing industry-focused tax services to a diverse set of clients. The position involves working closely with firm leadership to serve clients and build the business, while also mentoring and coaching talented staff to develop their technical and professional skills. It suits a professional looking to expand their career in Real Estate tax and become an expert for their clients.

Responsibilities

• Provide various tax, accounting, and advisory services to real estate clients
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with clients to discuss accounting and business matters
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to clients
• Effectively delegate and oversee work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
• Maintain current knowledge of local, state, and federal tax practices and laws
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in professional development individually and through participation in firm-wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities, and team outings that encourage a work-life balance

Requirements

• 4-year degree
• CPA, EA or law license
• Five (5) years of experience

Nice to have:

• Five (5)+ years’ experience providing tax services in a professional services firm
• Two (2)+ years’ of supervisory experience, mentoring and counseling associates
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Highly developed software and Microsoft Suite skills