Tax Senior Manager

Dean Dorton•Lexington, KY

11d

About The Position

The Tax Senior Manager oversees comprehensive tax compliance and review processes, ensuring accuracy and compliance across tax returns and workpapers. The role contributes to tax planning, manages client relationships, and mentors team members. It also leads strategic initiatives, process improvements, and business development efforts that support the firm’s growth. The position serves as a trusted advisor and primary point of contact for clients, providing proactive tax guidance and consultative support. The Tax Senior Manager develops expertise in assigned industries and tax return types, keeps current on tax laws and industry trends, and shares relevant insights with colleagues and clients. The role also supports the firm through staff development, recruiting, training, internal initiatives, administrative work, and business development. 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.
At least seven years of experience in a tax or tax-related technical role.
At least two years of experience as a tax manager.
Experience in tax law, regulations, and tax planning strategies.
CPA licensure.

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.
Identify tax planning opportunities to minimize liabilities and optimize client financial outcomes.
Interface with taxing authorities and assist with gathering information for federal, state, and local tax audits as needed.
Develop expertise in assigned specialties and support team members as an internal resource.
Stay current on tax laws, regulations, and industry trends; share relevant information with colleagues and clients.
Engage in research and technical discussions.
Serve as a trusted advisor, primary client contact, and maintain advisory relationships while addressing client inquiries and concerns.
Anticipate client needs, advocate for firm services, and support cross-selling.
Understand clients’ businesses and industries and communicate expectations clearly to team members and clients.
Build relationships with internal team members and external stakeholders and collaborate across firm service groups.
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, core values, and a positive, collaborative, productive work environment.
Think strategically about client management, internal processes and procedures, and future growth opportunities.
Evaluate and implement improvements to internal processes and procedures.
Manage firm administrative tasks such as scheduling, billing, and new client proposals.
Participate in firm-sponsored events and non-charge activities, including 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.
Serve as a Career Advisor to tax team members, monitor performance, provide feedback, and facilitate growth opportunities.
Lead business development efforts, including attending industry events, networking with potential clients, and presenting technical topics.