Your JourneyOur team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.
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 exampleFull-time commitment and flexibility to work beyond regular hours to meet team deadlines
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.
