Senior Tax Associate: Planning, Compliance & Leadership

Sorren; 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

CPA exam support

Mentorship and career development

Job summary

Sorren seeks a Tax Associate to join a high‑performing team delivering accurate tax services for California and Colorado. You will prepare and review returns, supervise junior staff, and support planning, research, and client communications.

You’ll meet billable targets, work to deadlines, and stay current on tax laws through training. The role emphasizes detailed analysis, collaboration, and mentoring to strengthen the firm’s tax practice.

Qualifications

• 3–5 years of experience in tax preparation.
• CPA license or eligibility to obtain one.
• 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.
• Exceptional attention to detail and accuracy in calculations and document reviews.
• Excellent verbal and written communication skills to interact with clients and team members.
• Strong 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.

Responsibilities

• Prepare and review individual, corporate, partnership, and consolidated tax returns.
• Review associates’ and interns’ returns, providing constructive feedback to ensure quality.
• 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.
• Assist with projects and engage in collaborative problem‑solving to support team efforts.
• 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 display flexibility to take on a variety of responsibilities as assigned by firm leadership.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Skills

Tax preparation

Verbal communication

Written communication

Organizational skills

Time management

Analytical skills

Leadership

Mentoring

Education

Bachelor’s degree in accounting

CPA license or eligibility

Tools

Tax software

Accounting tools

Job description

Sorren seeks a Tax Associate to join a high‑performing team delivering accurate tax services for California and Colorado. You will prepare and review returns, supervise junior staff, and support planning, research, and client communications.

You’ll meet billable targets, work to deadlines, and stay current on tax laws through training. The role emphasizes detailed analysis, collaboration, and mentoring to strengthen the firm’s tax practice.