Tax Senior Manager

Dean Dorton · Lexington

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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.

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.

About Tax Services

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.

About the Role

The Tax Senior Manager oversees comprehensive tax compliance and review processes, ensuring accuracy and compliance across all levels of tax returns and workpapers. They play a pivotal role in tax planning activities to optimize client outcomes, manage client relationships, and serve as a mentor to team members. Also, they lead strategic initiatives within the firm, championing process improvements, fostering a positive work environment, and driving business development efforts to support the firm's growth.

Essential Duties & Responsibilities

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

Technical

• Conduct review of tax returns and workpapers, ensuring accuracy and compliance for projects you manage and/or sign.
• Develop and communicate review comments, suggestions, and tax return changes to tax preparers that meet tax compliance guidelines.
• Engage in tax planning activities, identifying opportunities to minimize tax liabilities and optimize financial outcomes for clients. 
• Interface with taxing authorities and assist in gathering information for federal, state, and local tax audits, as needed.    
• Expand expertise in identified specialties, including industry and tax return types. Be an internal resource for team members within identified specialty, answering questions and providing support. 
• 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.
• Serve as a trusted advisor to clients, offering proactive solutions to address their tax concerns and achieve their financial goals.
• Manage client relationships, serving as the primary point of contact and addressing client inquiries and concerns. Maintain an advisory and consultative relationship with clients.

Behavioral

• Proactively address and anticipate 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 solutions to clients. 
• Meet productivity goals.
• Meet internal and client deadlines.
• Train, develop, and mentor staff, fostering a positive, collaborative, and productive work environment. Be a champion for firm culture and core values. This includes providing constructive feedback and identifying opportunities for growth and training.

Non-Charge

• Begin to think strategically about functions of the firm including client management, internal processes and procedures, and future 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-sponsored events and activities.    
• Participate in team and firm non-charge activities of interest, such as:    
• Recruiting activities, including interviewing, evaluating candidates, and participating in hiring decisions.
• Developing internal processes, procedures, and guidelines.   
• Developing training materials and leading training sessions.   
• Leading an internal committee or initiative.     
• Serving as a Career Advisor to tax team members, monitoring team member performance, providing feedback, and facilitating growth opportunities.  
• Spearheading business development efforts, including attending industry events, networking with potential clients, and presenting technical topics.  

Requirements

 Experience & Qualifications

• Bachelor’s degree required in accounting, finance, business, or related field.   
• Minimum of 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.

Software & Tools

• CaseWare  
• CCH Fixed Assets  
• CCH Axcess Tax
• CCH Workstream  
• CCH Billing and Invoice
• Tax Research Software and Tools
• Client Portal Tools (SafeSend, ShareFile)
• QuickBooks  
• TValue  
• Adobe  
• Microsoft Office (Word, Excel, Outlook, Teams)  

 Travel

Travel, on an extremely limited basis, may be required for client or firm needs, including occasional overnight stays.   

Benefits

The Fun Stuff   

Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:  

• Health insurance – medical, vision, dental
• Unlimited PTO
• Paid family leave, medical leave, and maternity/paternity leave programs.
• Retirement benefits – 401(K) match and best-in-class automatic profit sharing
• Telemedicine, mental health resources, and wellness program reimbursement
• Life insurance and disability insurance

This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances.

Dean Dorton is an equal opportunity employer. We’re committed to growing and empowering an inclusive community within Dean Dorton and our industry which is why we hire and cultivate diverse teams of the best and brightest from all backgrounds, experiences and perspectives across the organization. We welcome anyone of any race, religion, color, national origin, political affiliation, pregnancy, ancestry, handicap, medical condition, disability, marital status, age, sexual orientation or gender.

We do not accept unsolicited resumes or candidate submissions from staffing agencies, recruiters, or search firms. Any resumes or candidate information submitted without a current, signed agreement in place will be considered unsolicited, become the property of the company, and will not obligate the company to pay any fees or commissions.

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