Job Description
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 a technical 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 transaction‑specific 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 post‑close integration planning.
Tax Research, Documentation & Policy Support
Prepares well‑supported 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.
Cross‑Functional 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 non‑tax partners in clear, practical terms.
Judgment, Controls & Professional Standards
Exercises sound professional judgment in applying technical tax rules to real‑world 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 AI‑enabled 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 AI‑assisted 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 tax‑sensitive 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: Master’s 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.
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:
40Time Type:
RegularLocation:
Dallas, TexasSalary Range:
$118,800.00 - $178,200.00It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities. AT&T is a fair chance employer and does not initiate a background check until an offer is made.
