Tax Manager

Dean Dorton’s team makes up one of the largest advisory firms in the United States. We thrive when you thrive! We are here to help you succeed in every step of your development and career as you work with nationally recognized experts in a recognized best place to work.

Our core values guide how we work, lead, and support one another every day. They are:

• Integrity
  - We do the right thing, integrity guides our decisions.
• Relationships
  - We value people, relationships drive our impact.
• Collaboration
  - We win as one team, collaboration fuels our success.
• Growth
  - We stay curious, growth is our mindset.

Dean Dorton's tax team provides comprehensive solutions to our clients, serving a wide variety of entity types and industries. Our team partners with clients to meet their compliance requirements, while also providing the crucial guidance and expertise they need to implement an overall tax strategy covering local, state, national, and international areas. We support clients by minimizing their tax burden and maximizing their business and financial goals.

A Tax Manager supports clients by overseeing the review and preparation of varying complexity tax returns and work papers, ensuring adherence to compliance regulations, while actively engaging in tax planning strategies to optimize client outcomes. Additionally, this role partners with team members to support their learning and growth; stays relevant on industry and regulatory changes; and supports firm initiatives and activities.

The essential duties & responsibilities of the Tax Manager role are outlined below in correlation with Dean Dorton’s performance management impact areas.

• Conduct first-level review of tax returns and work papers, ensuring accuracy and compliance, for managed projects.
• Develop and communicate review comments, suggestions, and tax return changes to tax preparers that meet tax compliance guidelines.
• Prepare complex and highly technical sections of business and individual tax returns and work papers, if needed. Partner with tax team members to prepare the remainder of the tax return.
• Engage in tax planning activities, identifying opportunities to minimize tax liabilities and optimize financial outcomes for clients.
• Expand on providing advisory services for clients, which includes managing special projects and partnering with the engagement owner on strategic planning.
• Interface with taxing authorities and assist in gathering information for federal, state, and local tax audits, as needed.
• Begin to become an expert in identified specialties, including industry and tax return types.
• Stay up to date on tax laws, regulations, and industry trends, sharing relevant information and insights with internal team members and external clients.
• Engage in research and technical discussions, seeking guidance when needed.
• Manage client relationships, serving as the primary point of contact and addressing client inquiries and concerns.
• Build technical expertise, leadership skills, and/or client management capabilities.

• Proactively address client needs and advocate for firm services (including cross-selling), instilling confidence and credibility.
• Learn and understand the business and industry of clients.
• Communicate effectively, setting clear expectations for team members and clients.
• Utilize strong relationship management skills to build rapport with internal team members and external stakeholders.
• Collaborate with other service groups within the firm to provide comprehensive advisory solutions to clients.
• Manage firm administrative tasks such as scheduling, billing, and new client proposals.
• Meet productivity goals.
• Meet internal and client deadlines.