Baker Tilly

Tax Manager / Senior Manager - Financial Services - Asset Management

Job Locations US-WI-Milwaukee
Job ID
12958
Category
Tax

Overview

Baker Tilly Virchow Krause, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 34,700 professionals. The combined worldwide revenue of independent member firms is $3.6 billion. Visit bakertilly.com or join the conversation on LinkedInFacebook and Twitter.

 

It’s an exciting time to join Baker Tilly!

 

  

Baker Tilly Annual Report 2018 

Responsibilities

  • Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
  • Plan and participate in tax projects and compliance on various clients ranging from middle market to multinational client engagements
  • Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, ASC740, and implications to owners
  • Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration
  • Coordinate with specialty tax practice on complicated tax matters in the state and local, international and credits/incentives area
  • Provide recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
  • Pro-actively build relationships and communicate effectively with the client to provide superior client service
  • Actively participate in business development efforts to include working collaboratively with partners and marketing professionals to target and build relationships with client prospects
  • Manage, supervise, train and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance appraisal process
  • Manage engagements and projects in order to achieve specific revenue and profit objectives and deliver designated engagement realization through the management of the client's budget, invoicing for time incurred and collecting fees billed
  • Invest in professional development through active participation in training sessions and networking events both internally and externally
  • Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
  • Demonstrate excellent team skills, positive attitude and high ethical standards
  • Manage and supervise the staff’s preparation of hedge fund investment partnership’s partner tax allocations and K-1 information

Qualifications

  • Bachelor's Degree in Accounting or equivalent, Master’s Degree, MST, JD or other applicable advanced degree preferred
  • CPA and/or JD required
  • Five (5) plus years of experience in a professional services firm providing tax services including two (2) plus year’s supervisory experience
  • Experience reviewing flow through entities (including Hedge Funds), Asset Management companies, and multi-state tax returns
  • Experience in ASC 740
  • Demonstrated management, analytical, organization, interpersonal, project management, communication, and Microsoft Excel skills
  • Solid understanding of Subchapter K and Subchapter P

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