Dean Dorton · 5 hours ago
Tax Sr. Manager
Indianapolis, IN
Full-time
Onsite
Senior Level
5+ years expDean Dorton is one of the largest advisory firms in the United States, dedicated to helping clients succeed through expert tax services. The Tax Sr. Manager role involves overseeing tax return preparation, ensuring compliance, and engaging in tax planning strategies to optimize client outcomes while mentoring team members and managing client relationships.
Accounting
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
Qualification
Required
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
Benefits
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
Company
Dean Dorton
Dean Dorton provides an integrated suite of audit, tax, business management, consulting, and technology solutions.
501-1000 employees
Funding
Current Stage
Late StageRecent News
Lane Report | Kentucky Business & Economic News
2025-09-09
Lane Report | Kentucky Business & Economic News
2025-08-21
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