Senior Tax Leader — Complex Planning & Client Advisory

Sorren, Inc.; Fresno (CA); On-site; USD 129,000 - 180,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive health coverage

401(k) retirement plan

Parental leave

Job summary

Sorren, Inc. in Fresno, CA is seeking a Senior Tax Leader to oversee the firm's most complex tax engagements for high-net-worth clients and multi-entity structures. You will guide planning, compliance, and client advisory services across a range of jurisdictions.

The role requires 8+ years in tax, a CPA license or eligibility, and strong leadership and communication skills. You will mentor managers and collaborate with cross-functional teams to deliver integrated client service and support firm

Qualifications

• CPA license or eligible.
• Bachelor's degree in accounting or related field.
• 8+ years of experience in tax preparation.
• Deep expertise in federal, state, and local tax laws with ability to apply them to diverse client scenarios.
• Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth.
• Exceptional communication skills with ability to convey complex tax concepts clearly.

Responsibilities

• Provide strategic leadership and oversight for the firm's most complex tax engagements for high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures.
• Advise clients on tax planning strategies, transaction structuring, succession planning, and long-term minimization approaches.
• Oversee review of highly complex tax returns for accuracy and compliance with tax regulations.
• Guide development and execution of engagement strategies and coordinate with internal specialists and external advisors.
• Lead technical research on complex tax issues and evolving legislation, translating insights into practical guidance.

Skills

Leadership

Communication

Business acumen

Analytical thinking

Education

CPA license or eligible

Bachelor's degree in accounting

Related field

Tools

Tax research tools

Tax compliance software

Job description

Sorren, Inc. in Fresno, CA is seeking a Senior Tax Leader to oversee the firm's most complex tax engagements for high-net-worth clients and multi-entity structures. You will guide planning, compliance, and client advisory services across a range of jurisdictions.

The role requires 8+ years in tax, a CPA license or eligibility, and strong leadership and communication skills. You will mentor managers and collaborate with cross-functional teams to deliver integrated client service and support firm