This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.
Overall Purpose
The Lead Tax Manager – Federal Income Tax Research & Planning serves as atechnical advisor responsible for analyzing complex U.S. federal income tax matters, supporting strategic transactions, and developing well-supported tax positions. This role provides practical, business-focused tax guidance across corporate initiatives while balancing tax efficiency, audit defensibility, financial reporting considerations, and operational feasibility.
Key Roles and Responsibilities:Typical tasks may include, but are not limited to, the following:
Technical Federal Income Tax Expertise
Strong technical knowledge of U.S. federal income tax law, including corporate tax, partnership taxation, consolidated returns, attributes (NOLs, credits, basis), accounting methods, and transactionspecific provisions.
Ability to research, interpret, and apply IRC provisions, Treasury Regulations, case law, IRS guidance, and legislative history to complex fact patterns. Experience analyzing tax implications of mergers, acquisitions, divestitures, internal restructurings, financing arrangements, and partnership transactions.
Transaction Support & Structuring
Identifies tax risks, opportunities, and structural alternatives to minimize cash taxes and optimize tax expense within acceptable risk parameters.
Provides direct tax support to Corporate Development, Treasury, Legal, Accounting, Corporate Real Estate, and business teams on transactional matters.
Participates in tax due diligence, transaction modeling, and postclose integration planning.
Tax Research, Documentation & Policy Support
Prepares wellsupported tax research memoranda, position papers, and technical analyses for internal use, compliance reporting, and audit defense. Documents federal income tax positions to support tax return reporting and financial statement disclosure.
Analyzes enacted tax legislation and communicates impacts to relevant stakeholders, including potential planning opportunities or required process changes.
CrossFunctional Collaboration & Project Management
Develops a deep understanding of legal entity structures, accounting treatment, and operational cash flows to inform tax recommendations.
Manages projects involving multiple stakeholders and drives workstreams to completion while meeting deadlines. Effectively communicates complex tax concepts to nontax partners in clear, practical terms.
Judgment, Controls & Professional Standards
Exercises sound professional judgment in applying technical tax rules to realworld business constraints.
Balances tax optimization with audit defensibility, financial reporting considerations, and operational feasibility.
Supports income tax compliance, tax accounting, and federal income tax audits as needed.
AI Enablement & Technology Utilization
Leverages AIenabled tools (e.g., Microsoft Copilot or similar) to accelerate tax research by summarizing statutes, regulations, rulings, and case law while retaining responsibility for technical conclusions.
Uses AI to draft and refine tax research memos, transaction summaries, and stakeholder communications, improving speed and consistency while applying professional judgment.
Applies AIassisted data analysis to review transaction fact patterns, compare structural alternatives, identify anomalies, and support modeling assumptions.
Understands appropriate governance, confidentiality, and validation controls when using AI with taxsensitive and financial data.
Job Contribution:
This person will help the organization make informed business and transaction decisions by identifying tax risks, planning opportunities, and structuring alternatives that align with corporate objectives and acceptable risk parameters. By partnering with Corporate Development, Treasury, Legal, Accounting, Corporate Real Estate, and business teams, the Lead Tax Manager will translate complex tax rules into actionable recommendations, support compliance and audit readiness, and improve the speed and quality of tax research and documentation through responsible use of AI-enabled tools and technology.
Supervisor:No
Education/Experience:Masters degree in Taxation or MBA preferred. CPA preferred. 5+ years of related experience. Public accounting experience at a Big Four or other nationally recognized accounting firm, combined with corporate experience, preferred.
Our Lead Tax Manager jobs earn between $118,800.00 - $178,200.00 USD Annual. Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
Joining our team comes with amazing perks and benefits:
- Medical/Dental/Vision coverage
- 401(k) plan
- Tuition reimbursement program
- Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
- Paid Parental Leave
- Paid Caregiver Leave
- Additional sick leave beyond what state and local law require may be available but is unprotected
- Adoption Reimbursement
- Disability Benefits (short term and long term)
- Life and Accidental Death Insurance
- Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
- Employee Assistance Programs (EAP)
- Extensive employee wellness programs
- Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone
Weekly Hours:
40
Time Type:
Regular
Location:
Dallas, Texas
Salary Range:
$118,800.00 - $178,200.00
