AI for your role

AI for Tax Managers

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The shift

How AI is changing the Tax Manager role

In 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.

What AI can take off your plate

  • First-pass tax research and pulling relevant code sections and rulings
  • Drafting client emails, engagement updates, and memo first drafts
  • Reconciling source documents like K-1s and 1099s against return entries
  • Summarizing lengthy IRS notices and state legislative changes
  • Building and checking workpaper formulas and tie-outs

What stays distinctly human

  • Signing off on tax positions and accepting professional responsibility
  • Advising clients on judgment calls where the law is unclear
  • Managing client relationships and difficult conversations about exposure
  • Reviewing AI output for accuracy before anything is filed or sent
  • Mentoring and training staff on technical and ethical standards
Tools

Five AI tools for Tax Managers

Thomson Reuters CoCounsel
A Tax Manager uses it to research tax questions across primary sources and get cited answers on issues like nexus or deductibility.
Blue J Tax
Predicts likely outcomes on uncertain tax positions and helps a Tax Manager support a position with relevant case law and rulings.
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ChatGPT
Drafts client emails, summarizes long IRS notices, and explains complex provisions in plain language for staff and clients.
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Microsoft Copilot
Inside Excel and Outlook, it builds workpaper formulas, summarizes email threads, and drafts responses for a Tax Manager's review.
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Thomson Reuters Checkpoint Edge
Searches tax research content with AI assistance so a Tax Manager finds the relevant code section, regulation, or guidance faster.
Prompts

Five prompts to try today

Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.

1. Summarize new guidance
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.
2. Explain a position to a client
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.
3. Build a review checklist
Create a review checklist for a [entity type] federal return covering common errors in [areas like depreciation, M-1 adjustments, state apportionment].
4. Draft a research memo outline
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.
5. Compare entity options
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.
The playbook

Every AI play for Tax Managers

Your full AI playbook for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.

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Your PlaybookReport digest
Read the 80-page report in 10 minutes, with citations

Turn a dense PDF into answers you can trust, because every reply points to the page it came from. Free with a Google account.

NotebookLM FREE  Google's free tool that answers only from sources you upload, with citations

1

Go to notebooklm.google.com, sign in with a free Google account, start a notebook, and upload the report PDF (or paste its text) as a source.

2

Ask it to pull the parts that matter to you, so the answer stays grounded in the document:

Summarize this report in 8 bullet points a busy [my role] needs to know. Then list the 3 decisions or risks it raises. Quote the exact sentence behind each point and cite the page.
3

Follow up on anything unclear instead of rereading:

Where does this report talk about [topic or number]? Give me the exact lines and the page.

You get the real content and its sources in minutes, instead of skimming and hoping you caught the important part.

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How AI is changing your role
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