Senior Tax Leader – Complex, Cross-Entity Planning

Sorren; Ketchum (ID); On-site; USD 135,000 - 180,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision

401(k)

Paid holidays

Parental leave

Mentorship

CPA exam support

Team events

Seasonal celebrations

Benefits for full-time

Job summary

Sorren, a top advisory firm, seeks a Senior Tax Leader to direct complex engagements for high-net-worth individuals and multi-entity structures across jurisdictions. You will strategize tax planning, structuring, and long-term minimization while guiding engagement teams and coordinating with specialists.

Your role emphasizes leadership, client relationship management, and continuous improvement in tax processes, with opportunities for growth and industry impact in a collaborative environment.

Qualifications

• CPA license or eligibility required and a strong background in federal, state, and local tax.
• Proven experience in tax planning for high-net-worth individuals and complex entities.
• Demonstrated ability to lead multi-level teams and manage multiple engagements.

Responsibilities

• Provide strategic leadership for the firm’s most complex tax engagements.
• Advise clients on tax planning strategies, transaction structuring, and succession planning.
• Oversee preparation and review of complex tax returns with attention to accuracy and compliance.
• Develop engagement strategies and coordinate with internal and external specialists.
• Lead technical research on evolving tax issues and communicate practical guidance.

Skills

Tax planning

Leadership

Communication

Analytical thinking

Project management

Client relationship management

Education

CPA license or eligible

Bachelor’s degree in accounting or related field

Tools

Tax compliance software

Tax research tools

Job description

Sorren, a top advisory firm, seeks a Senior Tax Leader to direct complex engagements for high-net-worth individuals and multi-entity structures across jurisdictions. You will strategize tax planning, structuring, and long-term minimization while guiding engagement teams and coordinating with specialists.

Your role emphasizes leadership, client relationship management, and continuous improvement in tax processes, with opportunities for growth and industry impact in a collaborative environment.