Tax Manager

Dean Dorton•Fort Wright, KY

11d

About The Position

A Tax Manager supports clients by overseeing the review and preparation of tax returns and workpapers of varying complexity, ensuring compliance with applicable regulations, and engaging in tax planning to optimize client outcomes. The role also supports team members’ learning and development, stays current on industry and regulatory changes, and contributes to firm initiatives and activities. The manager reviews tax returns and workpapers, communicates review feedback, prepares complex or highly technical return sections when needed, and partners with colleagues on tax preparation. The role includes tax planning, advisory and special projects, client relationship management, interaction with taxing authorities, support for tax audits, and development of expertise in selected industries or return types. The manager also contributes to team development, firm administration, business development, recruiting, training, and other firm activities. Travel is extremely limited but may be required for client or firm needs, including occasional overnight stays. Dean Dorton describes flexible work schedules and environment and offers paid time off, family and medical leave programs, retirement benefits, telemedicine, mental health resources, and wellness program reimbursement.

Requirements

Bachelor’s degree in accounting, finance, business, or a related field.
Five to six years of experience in a tax or tax-related technical role, focused on tax compliance, client management, and team member development.

Nice To Haves

Completion of the CPA exam is applicable; the role includes working toward its completion if applicable.

Responsibilities

Conduct first-level review of tax returns and workpapers for managed projects to ensure accuracy and compliance.
Develop and communicate review comments, suggestions, and tax return changes to tax preparers.
Prepare complex and highly technical sections of business and individual tax returns and workpapers when needed, partnering with team members on the rest of the return.
Engage in tax planning to identify opportunities to minimize tax liabilities and optimize client financial outcomes.
Provide advisory services, manage special projects, and partner with engagement owners on strategic planning.
Interface with taxing authorities and help gather information for federal, state, and local tax audits as needed.
Develop expertise in identified specialties, including industries and tax return types.
Stay current on tax laws, regulations, and industry trends and share relevant information with internal team members and clients.
Engage in research and technical discussions, seeking guidance when needed.
Manage client relationships as a primary point of contact and address client inquiries and concerns.
Build technical expertise, leadership skills, and client management capabilities.
Address client needs proactively and advocate for firm services, including cross-selling.
Learn and understand clients’ businesses and industries.
Set clear expectations and communicate effectively with team members and clients.
Build rapport with internal team members and external stakeholders through relationship management.
Collaborate with other firm service groups to provide comprehensive advisory solutions.
Manage firm administrative tasks such as scheduling, billing, and new client proposals.
Meet productivity goals and internal and client deadlines.
Work toward completion of the CPA exam, if applicable.
Participate in firm-sponsored events and activities and serve as a champion for firm culture and core values.
Mentor and coach team members, fostering their growth and development.
Participate in non-charge activities such as recruiting, process improvement, training development and delivery, internal committees, and initiatives.
Serve as a Career Advisor to tax team members by monitoring performance, providing feedback, and facilitating growth opportunities.
Assist with business development, including attending industry events, networking with potential clients, and promoting firm services.