Position Summary:

Your Impact (Essential Duties):

• Prepare and review individual, corporate, partnership, and consolidated tax returns

• Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth

• Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes

• Identify organizational structures and related entities for tax implications and big-picture impacts

• Ensure accurate and complete data for filings, identifying and communicating missing information

• Calculate quarterly and annual estimated tax liabilities accurately

• Conduct tax planning to identify opportunities for improvement and added value for clients

• Research and resolve complex tax issues, providing guidance and recommendations

• Communicate effectively with team members and clients, providing updates and addressing questions

• Supervise, train, and mentor associates and interns to enhance team performance and skill development

• Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving

• Stay updated on tax laws and best practices through ongoing training and independent learning

• Manage engagements efficiently, meeting deadlines, particularly during high-demand periods

• 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:

• 3-5 years of experience in tax preparation

• CPA license or eligible

• Bachelor’s degree in accounting or related field

• In-depth understanding of tax laws, regulations, and compliance requirements

• Proficiency in tax preparation software and accounting tools

• Excellent attention to detail and accuracy in calculations and document reviews

• Strong verbal and written communication skills to effectively interact with clients and team members

• Exceptional organizational and time management skills to handle multiple priorities and meet deadlines

• Analytical skills to solve complex tax issues and understand broader financial implications

• Leadership and mentoring abilities to supervise and develop junior staff

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

California compensation range for this role is $72,000 - $110,000. 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.

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.