Spend less time on the busywork and more on the calls that need your judgment.
Get the Tax Manager briefIn 2026, AI is handling the first pass on tax research, drafting client memos, and reconciling source documents against returns. Tax Managers are using it to summarize new IRS guidance and state law changes, prepare provision workpapers, and catch inconsistencies before review. The role is shifting toward reviewing AI output and advising clients rather than building every workpaper from scratch.
Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.
Summarize the key changes in [IRS notice or state bulletin] and list which of my clients in [industry or entity type] are most likely affected and why.Explain the tax treatment of [transaction or item] in plain language for a [client type] client who is not a tax professional. Keep it under 200 words and note any risks.Create a review checklist for a [entity type] federal return covering common errors in [areas like depreciation, M-1 adjustments, state apportionment].Outline a tax research memo on whether [specific expense or transaction] is deductible for [entity type]. Include issue, facts, authorities to check, analysis, and conclusion sections.Compare the tax implications of operating as an S corp versus a partnership for a business with [revenue, owner count, state] and summarize the trade-offs in a table.One AI tool, one prompt, and one trick for Tax Managers, every weekday morning. Free.