Position Summary:

Your Impact (Essential Duties):

• Lead the strategic vision and execution of the tax function across complex client portfolios—including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses

• Oversee and ensure the quality of the most complex tax engagements, from planning through compliance, with a focus on accuracy, efficiency, and alignment with client objectives

• Serve as a primary advisor on advanced tax strategies such as M&A structuring, succession planning, entity optimization, and long-term tax minimization

• Develop and lead comprehensive engagement strategies, working with internal specialists (estate, SALT, international) and external advisors (attorneys, bankers) to deliver integrated solutions

• Stay ahead of evolving tax legislation and industry developments, distilling complex topics into actionable insights for clients and internal stakeholders

• Act as the technical authority on key issues affecting the firm’s clients, translating regulatory change into firmwide guidance, tools, and training

• Oversee compliance and reporting practices to ensure full adherence with federal, state, and local regulations while continuously seeking ways to maximize after-tax profits

• Promote continuous improvement by refining tax processes, strengthening internal controls, and advancing documentation and workflow tools for scalability

• Manage and develop a high-impact team, including senior managers and managers, through coaching, feedback, performance planning, and succession development

• Cultivate deep and enduring client relationships, positioning the firm as a strategic partner in business and financial decision-making

• Collaborate across service lines (assurance, advisory, client accounting) to offer clients holistic value and drive cross-functional opportunities

• Support business development, including client pitch meetings, proposal review, pricing strategy, and expansion of services within key accounts

• Represent Sorren in the marketplace, attending industry events and networking opportunities to enhance the firm’s visibility and thought leadership

• Champion a culture of continuous learning, including leading firm trainings, promoting professional certifications (e.g., CPA, EA, MST), and modeling excellence in all areas of client service and leadership

• Direct resource planning and allocation for the tax team, ensuring optimal productivity, utilization, and engagement profitability

• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership  

• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Your Background:

• 10+ years of experience in tax preparation

• CPA license or eligible

• Bachelor’s degree in accounting or related field

• Expert-level command of U.S. tax law across federal, state, and local jurisdictions, with the ability to interpret nuanced legislation and guide the firm and clients through complex regulatory environments

• Proven track record in leading sophisticated tax planning engagements for high-net-worth individuals, multi-entity structures, and cross-border operations, including M&A structuring, estate planning, and business succession

• Strategic thinker with strong financial acumen, capable of integrating tax strategy into broader business planning and advising clients at the ownership and executive level

• Mastery of tax compliance and research technology, with a demonstrated ability to assess, implement, and optimize systems that improve accuracy, efficiency, and client insights

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

• Exceptional executive communication skills, including the ability to influence C-suite clients, simplify highly technical content, and lead critical conversations both internally and externally

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

• Advanced project leadership skills, with the capacity to oversee multiple large-scale engagements simultaneously, allocate resources effectively, and drive profitability

• 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

California compensation range for this role is $170,000 - $250,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

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.