Tax Senior Manager

Dean Dorton•Lexington, KY

10d

About The Position

The Tax Senior Manager oversees tax compliance and review processes, ensuring accuracy and compliance across tax returns and workpapers. The role contributes to tax planning to optimize client outcomes, manages client relationships, and mentors team members. It also involves leading strategic initiatives, improving firm processes, supporting a positive work environment, and driving business development. Dean Dorton’s tax team serves clients across a wide range of entity types and industries. The team supports compliance needs and provides guidance on tax strategy at the local, state, national, and international levels, helping clients manage tax burdens and pursue business and financial goals. The position includes technical tax review, planning, research, client advising, and audit support, as well as staff development and firm-level administrative and growth activities. Travel is extremely limited and may occasionally include overnight stays for client or firm needs.

Requirements

Bachelor’s degree in accounting, finance, business, or a related field.
At least seven years of experience in a tax or tax-related technical role, including at least two years of experience as a tax manager.
Experience in tax law, regulations, and planning strategies.
CPA licensure required.

Responsibilities

Review tax returns and workpapers for accuracy and compliance on managed or signed projects.
Communicate review comments, suggestions, and tax return changes to tax preparers.
Engage in tax planning to identify opportunities to minimize tax liabilities and optimize client outcomes.
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, and support colleagues in those specialties.
Keep current on tax laws, regulations, and industry trends, and share relevant insights with colleagues and clients.
Conduct tax research and participate in technical discussions.
Serve as a trusted client advisor, provide proactive tax solutions, and manage client relationships as the primary contact for inquiries and concerns.
Anticipate client needs, advocate for firm services, and develop an understanding of clients’ businesses and industries.
Set clear expectations and communicate effectively with team members and clients.
Collaborate with other firm service groups to provide comprehensive client solutions.
Meet productivity goals and internal and client deadlines.
Train, develop, and mentor staff; provide constructive feedback and identify growth and training opportunities.
Promote firm culture and core values and foster a positive, collaborative, and productive work environment.
Think strategically about client management, firm processes, procedures, and growth opportunities.
Evaluate and implement internal process and procedure improvements.
Manage firm administrative tasks such as scheduling, billing, and new client proposals.
Participate in firm events, team activities, recruiting, interviewing, candidate evaluation, and hiring decisions.
Develop internal processes, procedures, guidelines, and training materials, and lead training sessions.
Lead an internal committee or initiative and serve as a Career Advisor to tax team members, monitoring performance, providing feedback, and facilitating growth.
Support business development through industry events, networking, and technical presentations.