• Oversee the review and preparation of tax returns and workpapers of varying complexity
• Conduct first-level reviews of tax returns and workpapers for accuracy and compliance
• Develop and communicate review comments, suggestions, and tax return changes to tax preparers
• Prepare complex and highly technical sections of business and individual tax returns and workpapers as needed
• Engage in tax planning activities to minimize tax liabilities and optimize client financial outcomes
• Provide advisory services, manage special projects, and partner with engagement owners on strategic planning
• Interface with taxing authorities and assist with federal, state, and local tax audits
• Develop expertise in identified industries and tax return specialties
• Monitor tax laws, regulations, and industry trends and share relevant insights
• Conduct tax research and participate in technical discussions
• Manage client relationships and address client inquiries and concerns
• Build technical expertise, leadership skills, and client management capabilities
• Advocate for firm services, including cross-selling, and proactively address client needs
• Collaborate with internal service groups to provide comprehensive advisory solutions
• Manage scheduling, billing, new client proposals, productivity goals, and deadlines
• Mentor and coach team members and support their growth and development
• Participate in recruiting, internal process development, training, committees, career advising, and business development activities
• Work toward completion of the CPA exam, if applicable
• Participate in firm-sponsored events and activities

Explore Tax Manager at Dean Dorton. Review requirements and application details.