Deep expertise in federal, state, and local tax laws
Demonstrated success in strategic tax planning
Advanced proficiency in tax compliance software and research tools
Exceptional communication skills for conveying complex tax concepts
Responsibilities
Provide strategic leadership for complex tax engagements
Advise clients on tax planning and minimization strategies
Oversee review of complex tax returns for accuracy and compliance
Guide engagement strategy development and execution
Lead technical research on complex tax issues
Cultivate trusted client relationships as a strategic partner
Drive continuous improvement in tax processes and quality control
Benefits
Generous paid time off
Comprehensive medical, dental, and vision coverage
401(k) retirement savings plan
Paid holidays, including a firmwide winter break
Paid parental leave after one year of service
Mentorship and career development programs
CPA exam support
Firm-sponsored events and team activities
Celebrations for milestones like busy season end
Full Job Description
Position Summary:
Responsible for managing and reviewing complex tax engagements for high-net-worth individuals and multi-entity businesses, while leading strategic planning, ensuring technical accuracy, and maintaining compliance with evolving tax regulations. This position involves advising clients on tax minimization strategies, mentoring team members, enhancing internal processes, and fostering strong cross-functional collaboration to deliver exceptional client service and support firm growth.
Your Impact (Essential Duties):
Provide strategic leadership and oversight for the firm's most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures
Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches
Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations
Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability
Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planning
Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success
Collaborate across service lines-such as assurance, advisory, and client accounting-to provide integrated, value-added solutions
Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
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:
8+ years of experience in tax preparation
CPA license or eligible
Bachelor's degree in accounting or related field
Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence
Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders
Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives
Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines
High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance
Analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership
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.
