Tax Manager

Sorren, Inc.

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of experience in tax preparation
  • CPA license or eligibility required
  • Bachelor's degree in accounting or related field
  • Expertise in tax laws and compliance regulations
  • Strong leadership, communication, and mentoring abilities
  • High attention to detail in financial and tax work
  • Proficient in tax preparation software and tools

Responsibilities

  • Review complex individual, corporate, and partnership tax returns
  • Foster meaningful client relationships and address tax issues
  • Perform detailed reviews and provide constructive feedback
  • Analyze tax impacts of organizational structures and ensure accurate filings
  • Prepare estimated tax liabilities and develop strategic tax plans
  • Supervise and mentor team members, conducting performance reviews
  • Research complex tax issues and present solutions

Benefits

  • Generous paid time off
  • Comprehensive medical, dental, and vision coverage, plus life and disability insurance
  • 401(k) retirement savings plan
  • Firmwide winter break from December 24 - January 1
  • Paid parental leave after one year of service
  • Mentorship and career development programs
  • CPA exam support for licensure success
  • Firm-sponsored events and team activities
Full Job Description
Your Journey
Our 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):
Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings
Perform detailed reviews and provide feedback to ensure high-quality work
Review quarterly and annual accounting procedures to support tax preparation
Analyze organizational structures for tax impacts and ensure accurate filings
Prepare estimated tax liabilities and provide strategic tax planning
Supervise, train, and mentor team members, conducting regular performance reviews
Research and document complex tax issues, presenting guidance and solutions
Communicate tax planning solutions with clients and other professionals involved in the client relationship
Communicate effectively with clients and team members on projects and deadlines
Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices
Manage engagements, prioritize tasks, and meet deadlines
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:
5-10 years of experience in tax preparation
CPA license or eligible
Bachelor's degree in accounting or related field
Expertise in tax laws, regulations, and compliance requirements
Ability to adapt to tax law changes and provide strategic tax planning
Proficiency in tax preparation software and related tools
Strong leadership, communication, and mentoring skills
Excellent organizational skills to manage multiple priorities and meet deadlines
High attention to detail and accuracy in financial and tax work
Analytical skills to address and resolve complex tax issues
Full-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.

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