Senior Tax Associate - Lead & Grow Tax Solutions

Sorren, Inc.; Meridian (ID); On-site; USD 76,000 - 100,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays

Paid parental leave

CPA exam support

Mentorship and career development

Firm-sponsored events and activities

Job summary

Sorren, Inc. is seeking a Tax Senior Associate to prepare and review tax returns for individuals, corporations, partnerships, and consolidated entities. You will guide associates and interns, ensuring accuracy, timely filings, and proactive tax planning across diverse client needs.

The role requires 3-5 years in tax, a CPA or eligibility, and a strong grasp of tax laws. Expect collaborative work with teammates across offices, with opportunities for professional growth and flexible hours during

Qualifications

• 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.
• Leadership and mentoring abilities to supervise and develop junior staff.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• 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.

Skills

Attention to detail

Communication

Time management

Leadership and mentoring

Education

Bachelor’s degree in accounting or related field

CPA license or eligible

Tools

Tax preparation software

Accounting tools

Job description

Sorren, Inc. is seeking a Tax Senior Associate to prepare and review tax returns for individuals, corporations, partnerships, and consolidated entities. You will guide associates and interns, ensuring accuracy, timely filings, and proactive tax planning across diverse client needs.

The role requires 3-5 years in tax, a CPA or eligibility, and a strong grasp of tax laws. Expect collaborative work with teammates across offices, with opportunities for professional growth and flexible hours during