Director, State & Local Tax

Sorren, Inc.

$125K — $150K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of tax preparation experience, with 5+ years in leadership roles focused on State & Local Tax (SALT).
  • CPA license or equivalent professional designation in a relevant specialty area.
  • Bachelor's degree in accounting or related field.
  • Deep knowledge of multistate income/franchise tax, sales/use tax, nexus, apportionment, and tax planning.
  • Proven ability to manage complex client engagements from planning to execution.
  • Strong skills in tax savings opportunity identification and strategic consulting beyond mere compliance.
  • Exceptional analytical, communication, and leadership capabilities.

Responsibilities

  • Lead technical guidance on SALT matters for clients, focusing on multistate tax planning and compliance.
  • Conduct complex SALT engagements, including nexus studies and state tax audits.
  • Advise clients on tax implications related to mergers, acquisitions, and business expansions.
  • Stay updated on legislative and regulatory changes, providing insights to clients and teams.
  • Foster trusted relationships with client executives and stakeholders.
  • Mentor and develop junior staff while driving practice development initiatives.
  • Manage engagement budgets and timelines, ensuring profitability and client satisfaction.

Benefits

  • Generous paid time off policy.
  • Comprehensive medical, dental, and vision insurance plans.
  • 401(k) retirement plan with employer contributions.
  • Paid holidays including a winter break from December 24 to January 1.
  • Paid parental leave after one year of service.
  • Support for mentorship and career development opportunities.
  • CPA exam support offered to help with licensure process.
  • Opportunities for firm-sponsored events and team activities.
Full Job Description

Position Summary:

Your Impact (Essential Duties)

Serve as the firm's technical leader for State & Local Tax (SALT) matters, advising clients on multistate tax planning, compliance, and controversy issues.

Provide strategic consulting related to income and franchise tax, sales and use tax, gross receipts tax, property tax, credits and incentives, and nexus determinations.

Lead complex SALT engagements including nexus studies, voluntary disclosure agreements (VDAs), taxability analyses, state tax audits, refund opportunities, and multistate planning projects.

Advise clients on the state and local tax implications of mergers, acquisitions, restructurings, and business expansions.

Monitor legislative, regulatory, and judicial developments across state and local jurisdictions and communicate impacts to clients and internal teams.

Collaborate with federal tax, international tax, transaction advisory, advisory, and assurance professionals to deliver integrated tax solutions.

Build trusted advisor relationships with CFOs, controllers, tax directors, and business owners.

Review technical research, client deliverables, and complex SALT memoranda for quality and accuracy.

Mentor, develop, and coach managers, senior associates, and associates.

Support business development through networking, proposals, client expansion, and thought leadership.

Drive practice development initiatives, internal training, and process improvements.

Manage engagement budgets, staffing, timelines, profitability, and client satisfaction.

Meet annual billable hour and business development expectations.


YourBackground

10+ years of experience in tax preparation, with at least 5 years in a leadership capacity and significant specialization in State & Local Tax.

CPA license (An exception to the CPA designation will be considered if they practice in a recognized specialty area and hold an equivalent or applicable professional designation that demonstrates expertise relevant to the firms services and strategic goals)

Bachelors degree in accounting or a related field

Deep expertise in multistate income/franchise tax, sales and use tax, nexus, apportionment, tax controversy, and state tax planning.

Experience advising middle-market and closely held businesses across multiple industries.

Strong knowledge of state tax laws, regulations, and legislative developments.

Experience managing complex client engagements from planning through implementation.

Ability to identify tax savings opportunities and deliver strategic consulting beyond compliance.

Excellent research, analytical, communication, and leadership skills.

Proven leadership in managing and scaling teams, including mentoring senior managers and future leaders, fostering a culture of accountability, growth, and technical excellence

Business development acumen, with experience in expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies aligned with firm goals

Forward-thinking and innovative, consistently contributing to internal knowledge leadership, policy development, and process improvements across the tax function

Respected internal advisor, often consulted by peers and firm leadership on regulatory shifts, high-impact tax risks, and opportunities for service expansion

Commitment to continual learning and professional development, maintaining expert-level knowledge and setting the tone for excellence through teaching, mentoring, and example

Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer

Why Choose Us? 

At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

What We Offer*:

  • Generous paid time off

  • Comprehensive medical, dental, and vision coverage, plus life and disability insurance

  • 401(k) retirement savings plan

  • Paid holidays, including a firmwide winter break (December 24 – January 1)

  • Paid parental leave (available after one year of service)

  • Mentorship and career development programs

  • CPA exam support to help you succeed on the path to licensure

  • Firm-sponsored events and spontaneous team activities

  • Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

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