Tax Manager – Small Business Tax
Description
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
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.
A Tax Manager in our Small Business Tax group is especially equipped to support small business tax clients by having a strong understanding of bookkeeping practices and financial accounting, particularly as they affect income tax filings.
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.
- Oversee the clean-up of client-prepared financial information prior to the preparation of income tax returns.
- Advise clients on improvements to their bookkeeping and financial accounting practices as needs arise.
- Conduct manager-level reviews of a limited number of financial statement preparation engagements.
- Serve as a resource within the tax department on the usage of Quickbooks Software.
- 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.
- Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services.
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.
- CPA License or the ability to get your CPA license within 1 year of working.
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.
Flexible work schedules and environments.
- Unlimited Paid Time Off (PTO).
- Paid family leave, medical leave, and maternity/paternity leave programs.
- Retirement benefits, including a best-in-class automatic profit sharing.
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 our organization. We encourage you to apply for our available positions, even if you don't necessarily check every box on the description.