Lead Tax Manager

AT&T • Dallas, TX

6d • Onsite

About The Position

The Lead Tax Manager – Federal Income Tax Research & Planning serves as a technical advisor responsible for analyzing complex U.S. federal income tax matters, supporting strategic transactions, and developing well-supported tax positions. This role provides practical, business-focused tax guidance across corporate initiatives while balancing tax efficiency, audit defensibility, financial reporting considerations, and operational feasibility. This person will help the organization make informed business and transaction decisions by identifying tax risks, planning opportunities, and structuring alternatives that align with corporate objectives and acceptable risk parameters. By partnering with Corporate Development, Treasury, Legal, Accounting, Corporate Real Estate, and business teams, the Lead Tax Manager will translate complex tax rules into actionable recommendations, support compliance and audit readiness, and improve the speed and quality of tax research and documentation through responsible use of AI-enabled tools and technology.

Requirements

• Strong technical knowledge of U.S. federal income tax law, including corporate tax, partnership taxation, consolidated returns, attributes (NOLs, credits, basis), accounting methods, and transaction‑specific provisions.
• Ability to research, interpret, and apply IRC provisions, Treasury Regulations, case law, IRS guidance, and legislative history to complex fact patterns.
• Experience analyzing tax implications of mergers, acquisitions, divestitures, internal restructurings, financing arrangements, and partnership transactions.
• 5+ years of related experience.
• Master’s degree in Taxation or MBA preferred.
• CPA preferred.

Nice To Haves

• Public accounting experience at a Big Four or other nationally recognized accounting firm, combined with corporate experience, preferred.

Responsibilities

• Serve as a technical advisor responsible for analyzing complex U.S. federal income tax matters.
• Support strategic transactions and develop well-supported tax positions.
• Provide practical, business-focused tax guidance across corporate initiatives.
• Identify tax risks, opportunities, and structural alternatives to minimize cash taxes and optimize tax expense within acceptable risk parameters.
• Provide direct tax support to Corporate Development, Treasury, Legal, Accounting, Corporate Real Estate, and business teams on transactional matters.
• Participate in tax due diligence, transaction modeling, and post-close integration planning.
• Prepare well-supported tax research memoranda, position papers, and technical analyses for internal use, compliance reporting, and audit defense.
• Document federal income tax positions to support tax return reporting and financial statement disclosure.
• Analyze enacted tax legislation and communicate impacts to relevant stakeholders, including potential planning opportunities or required process changes.
• Develop a deep understanding of legal entity structures, accounting treatment, and operational cash flows to inform tax recommendations.
• Manage projects involving multiple stakeholders and drive workstreams to completion while meeting deadlines.
• Effectively communicate complex tax concepts to non-tax partners in clear, practical terms.
• Exercise sound professional judgment in applying technical tax rules to real-world business constraints.
• Balance tax optimization with audit defensibility, financial reporting considerations, and operational feasibility.
• Support income tax compliance, tax accounting, and federal income tax audits as needed.
• Leverage AI-enabled tools (e.g., Microsoft Copilot or similar) to accelerate tax research by summarizing statutes, regulations, rulings, and case law while retaining responsibility for technical conclusions.
• Use AI to draft and refine tax research memos, transaction summaries, and stakeholder communications, improving speed and consistency while applying professional judgment.
• Apply AI-assisted data analysis to review transaction fact patterns, compare structural alternatives, identify anomalies, and support modeling assumptions.
• Understand appropriate governance, confidentiality, and validation controls when using AI with tax-sensitive and financial data.

Benefits

• Medical/Dental/Vision coverage
• 401(k) plan
• Tuition reimbursement program
• Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
• Paid Parental Leave
• Paid Caregiver Leave
• Additional sick leave beyond what state and local law require may be available but is unprotected
• Adoption Reimbursement
• Disability Benefits (short term and long term)
• Life and Accidental Death Insurance
• Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
• Employee Assistance Programs (EAP)
• Extensive employee wellness programs
• Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone

What This Job Offers

• Job Type: Full-time
• Career Level: Manager