Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

This Manager-level role serves as a trusted individual contributor responsible for overseeing principal tax compliance processes, managing client records, and ensuring accuracy and efficiency across critical workflows. The position requires a high level of discretion, strong organizational skills, and the ability to anticipate and address operational needs proactively. By partnering closely with principals, leadership, and cross-functional teams, this role drives service excellence, maintains compliance standards, and leads process improvements that strengthen overall team performance.

Responsibilities:

Relationship & Confidentiality Management

Cultivate and manage relationships with principals, serving as a trusted advisor while exercising discretion and maintaining strict confidentiality.
Act as a key point of contact on principal tax-related matters, ensuring clear communication and professionalism.
Collaborate with team members and cross functional teams to ensure alignment in following best processes.

Tax Compliance Oversight

Oversee and coordinate electronic filing (e-filing) of tax returns and extensions, ensuring compliance with deadlines, regulations, and firm standards.
Review, assemble, and validate tax documents such as returns and extensions, ensuring accuracy and completeness before submission.

Record & Information Management

Direct processes for maintaining client records, both digital (e.g., GoFileRoom) and physical, ensuring secure storage and efficient retrieval.
Partner with onsite teams as needed to support physical document requests, audits, and compliance requirements.
Ensure accuracy and consistency of data within internal systems, driving high-quality reporting and documentation integrity.

Workflow & Process Management

Design, implement, and manage workflows to support tax operations, including tracking deliverables, monitoring deadlines, and coordinating team activities.
Identify opportunities to enhance efficiency and strengthen processes, proactively addressing operational challenges.
Document processes to ensure consistency and scalability across the team.

Operational Excellence & Special Projects

Lead initiatives and special projects that improve service delivery, optimize compliance practices, and align with evolving business needs.
Collaborate with colleagues and leadership to anticipate needs, close service gaps, and deliver high-quality outcomes.

Qualifications:

Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience).
5+ years of experience in tax compliance, administration, or professional services.
Strong knowledge of tax deadlines, e-filing, and compliance requirements.
Proven ability to manage complex workflows and meet tight deadlines with accuracy.
Proficiency in document management systems (e.g., GoFileRoom) and Microsoft Office Suite.
Exceptional organizational skills and attention to detail.
Strong relationship management skills with the ability to work effectively across teams and with leadership.
High level of discretion and judgment in handling confidential information.
Track record of driving process improvements and operational efficiency as an individual contributor.

The compensation range for this role is $92,580 to $175,530. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly

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