Senior Tax Leader for High-Net-Worth & Multientity Clients

Sorren; Chicago (IL); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vis

401(k) retirement savings plan

Paid holidays and firmwide winter/hols

Paid parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Milestone celebrations

Benefits to full-time employees

Job summary

Sorren is seeking a senior tax leader to manage and review complex tax engagements for high-net-worth individuals and multi-entity businesses. You will guide strategic planning, ensure accuracy, and maintain compliance with evolving tax rules while mentoring staff and collaborating across teams.

You will advise on tax-minimization strategies, lead engagement planning, and foster cross-functional collaboration to deliver exceptional service and support firm growth.

Qualifications

• 8+ years of experience in tax preparation.
• Demonstrated success in delivering strategic tax planning, including entity structuring and transaction advisory.
• Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights.
• Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders.

Responsibilities

• 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 and compliance with tax regulations.
• Guide development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed.
• Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and teams.
• Drive continuous improvement in tax processes, documentation standards, and quality control.

Skills

Leadership

Communication

Analytical mindset

Problem solving

Client relationship management

Strategic thinking

Mentoring

Work ethic

Education

CPA license or eligible

Bachelor’s degree in accounting or related field

Tools

Tax compliance software

Tax research tools

Job description

Sorren is seeking a senior tax leader to manage and review complex tax engagements for high-net-worth individuals and multi-entity businesses. You will guide strategic planning, ensure accuracy, and maintain compliance with evolving tax rules while mentoring staff and collaborating across teams.

You will advise on tax-minimization strategies, lead engagement planning, and foster cross-functional collaboration to deliver exceptional service and support firm growth.