ABOUT DEAN DORTON

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.

EXPERIENCE & QUALIFICATIONS

• Bachelor’s degree required in accounting, finance, business, or 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.

ABOUT THE ROLE

A Tax Manager supports clients by overseeing the review and preparation of varying complexity tax returns and workpapers, 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.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Conduct first-level review of tax returns and workpapers, 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 workpapers, 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.
• Manage client relationships, serving as the primary point of contact and addressing client inquiries and concerns.
• 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.
• 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.
• Build technical expertise, leadership skills, and/or client management capabilities.
• 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.
• Serve as a mentor and coach to team members, fostering growth and development opportunities. Be a champion for firm culture and core values.
• Collaborate with other service groups within the firm to provide comprehensive advisory solutions to clients.
• Meet productivity goals.
• Meet internal and client deadlines.
• Work toward completion of the CPA exam, if applicable.
• Manage firm administrative tasks such as scheduling, billing, and new client proposals.
• Participate in firm-sponsored events and activities.
• Participate in team and firm non-charge activities of interest, such as:
• Recruiting activities, including interviewing and evaluating candidates.
• Evaluating and developing internal processes, procedures, and guidelines.
• Contributing to the development of training materials and leading training sessions.
• Joining an internal committee or initiative.
• Serving as a Career Advisor to tax team members, monitoring team member performance, providing feedback, and facilitating growth opportunities.
• Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm’s services.