Tax Manager

Dean Dorton•Fort Wright, KY

10d

About The Position

A Tax Manager at Dean Dorton oversees the review and preparation of tax returns and workpapers of varying complexity, ensures compliance with applicable regulations, and engages in tax planning to optimize client outcomes. The role also provides advisory support, manages client relationships and special projects, develops team members, stays current on tax and industry changes, and contributes to firm initiatives and activities. Dean Dorton’s tax team serves a variety of entity types and industries. It helps clients meet compliance requirements and provides guidance on tax strategy across local, state, national, and international areas, with the goal of minimizing tax burdens and supporting business and financial goals. The role includes technical tax work, client and project management, team mentoring, business development, firm administration, and participation in non-charge activities. Travel may be required on an extremely limited basis for client or firm needs, including occasional overnight stays.

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, with a focus on tax compliance, client management, and team member development.

Responsibilities

Conduct first-level reviews of tax returns and workpapers for accuracy and compliance on managed projects.
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, and partner with team members on the remainder of the returns.
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 assist with gathering 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 external clients.
Engage in tax 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.
Proactively address client needs and advocate for firm services, including cross-selling.
Learn and understand clients’ businesses and industries.
Communicate effectively and set clear expectations for team members and clients.
Build rapport with internal team members and external stakeholders, and collaborate with other firm service groups to provide 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 champion firm culture and core values.
Mentor and coach team members and foster their growth and development.
Participate in non-charge activities such as recruiting, process and procedure development, training materials and sessions, internal committees or initiatives, career advising, and business development.
Attend industry events, network with potential clients, and promote the firm’s services as part of business development efforts.
Travel on an extremely limited basis for client or firm needs, including occasional overnight stays.