Spencer Webb
The Woodlands,TX
Summary
CPA and Tax Manager with progressive experience at Baker Tilly US, LLP, advancing from Tax Associate to Tax Manager while building expertise in partnership, S corporation, and individual tax compliance, client service, engagement leadership, and process improvement. Known for technical tax knowledge, responsive client communication, organized project execution, staff development, and practical training that improves quality and efficiency across teams. Experienced leading multi-staff engagements and contributing to firm-wide initiatives; ready to step into a broader leadership and coaching role.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Tax Manager
Baker Tilly US, LLP
Houston, Texas
08.2024 - Current
- Progressed from Tax Associate to Tax Manager in just over four years, reflecting expanded leadership, technical responsibility, and client-facing engagement ownership. Consistently recognized by colleagues for technical expertise, leadership, organization, deadline management, responsiveness, initiative, and creating a strong learning environment.
- Lead tax engagements for closely held and private business clients, coordinating planning, execution, review, and delivery while maintaining clear expectations, organized workflows, and timely communication with both clients and internal teams.
- Review accounting records, tax workpapers, and compliance packages; identify issues, potential planning and strategy opportunities, research technical matters, and provide practical guidance to clients and team members on business and tax matters.
- Manage day-to-day client relationships by responding promptly to questions, explaining technical issues clearly, and helping resolve engagement matters with professionalism and accuracy.
- Oversee and improve workpapers, return processes, scheduling approaches, and workflow management practices to increase efficiency, consistency, and usability across engagements.
- Prepare, review, and support workpapers and returns for Forms 1040, 1041, 1065, and 1120-S, including extensions, K-1s, and state pass-through entity filings.
- Review estimated tax payments and extensions for pass-through and individual clients, ensuring accurate projections and timely filings while anticipating cash-flow and planning implications.
- Research and review complex federal and state tax issues (including entity classification, allocations, and state PTE regimes), summarize conclusions, and communicate recommendations in practical terms to clients and engagement teams.
- Proactively identify tax planning ideas and cross-service opportunities (e.g., SALT, advisory, transaction support) and collaborate with firm leadership to present options to clients.
- Lead engagement teams by setting expectations, managing budgets and timelines, delegating work effectively, and coaching associates and seniors through real-time feedback and formal review notes.
- Develop and delivered training for staff, Seniors, and Managers, including technical training, essential non-technical skills, professional development, technology training, ad hoc technical sessions, new-hire case study training, and multiple Firm-Wide Tax Academy courses.
- Create new and refine existing workpapers, including real estate and transaction‑focused workpapers, and redesign tools and processes to improve clarity, efficiency, and auditability.
- Drive firm initiatives through leadership roles on the Roles and Responsibilities Committee, BU training efforts, and the Tax Technology Committee, including designing curricula, improving workflow tools, and helping shape expectations for Associates, Seniors, and Managers.
- Coach and mentor associates through real-time feedback, review comments, and hands-on support, helping build confidence, technical ability, and stronger problem-solving skills across the team.
Senior Tax Associate
Baker Tilly US, LLP
Houston, Texas
08.2022 - 08.2024
- Reviewed returns prepared by staff, provided clear review comments, and used review points as training opportunities to build technical and analytical skills within the team.
- Trained and mentored new hires and interns on firm processes, software, and self-review techniques, supporting the development of a strong pipeline of future seniors and managers.
Tax Associate
Baker Tilly US, LLP
Houston, Texas
12.2020 - 08.2022
- Prepared and reviewed federal and state returns for partnerships, S corporations, and individuals, including complex K-1 reporting, extensions, and pass-through entity filings.
- Assumed in-charge responsibilities on client engagements by coordinating staff workflow, managing timelines, and supporting day-to-day client communication.
- Built a reputation as a go-to resource for technical questions, workpaper design, and Axcess-related training, helping support promotion into management.
Accounting and Operations Director
Onyx Services
New Caney, Texas
05.2017 - 12.2020
- Oversaw daily accounting activities, budgeting, tax planning, and operational projects for a growing business.
- Prepared financial statements and reports, strengthened accounting processes, and evaluated risk areas to improve reporting and internal controls.
- Managed payroll, accounts payable, accounts receivable, depreciation, and related day-to-day accounting functions.
- Served as the primary contact for the outside CPA on financial and tax matters.
- Created and monitored project plans, schedules, budgets, and expenditures while coordinating materials, equipment, and subcontractors.
- Supported planning, engineering, procurement, and management of projects totaling more than $10 million.
Education
Bachelor of Business Administration - Accounting
University of Houston
Houston, TXSkills
- Partnership and S corporation taxation
- Individual taxation
- Tax advisory services
- Accounting and financial statement support
- Client relationship management
- Engagement planning and project management
- Curriculum development and training
- Staff development and coaching
- Process improvement and workflow management
- Technical tax research
- Workpaper design and documentation
- Manufacturing, construction, real estate, and professional services
- CCH, Thomson Reuters, Bloomberg Tax, CaseWare, Intuit QuickBooks
Certification
- CPA - Certified Public Accountant, Texas
- AICPA Membership - AICPA-CIMA
Timeline
Tax Manager
Baker Tilly US, LLP
08.2024 - Current
Senior Tax Associate
Baker Tilly US, LLP
08.2022 - 08.2024
Tax Associate
Baker Tilly US, LLP
12.2020 - 08.2022
Accounting and Operations Director
Onyx Services
05.2017 - 12.2020
Bachelor of Business Administration - Accounting
University of Houston