Senior Tax Manager

Sorren; Houston (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

Sorren, a leading advisory firm, seeks a seasoned tax leader to oversee complex engagements for high-net-worth clients and multi-entity structures. You will advise on planning, structuring, and long-term minimization while guiding teams and coordinating with internal specialists and external advisors.

You will drive technical leadership on evolving tax matters, enhance processes and quality; mentor managers and senior associates; and grow client relationships across service lines to support firm

Qualifications

• Oversee the firm’s most complex tax engagements for high-net-worth individuals and multi-entity structures.
• Advise clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches.
• Review highly complex tax returns for technical accuracy and regulatory compliance.
• Lead engagement strategy development and coordinate with internal specialists and external advisors.
• Conduct technical research on complex tax issues and evolving legislation.
• Provide technical leadership on emerging tax matters and regulatory changes.
• Drive continuous improvement in tax processes, documentation standards, and quality control.
• Coach and mentor managers and senior associates in goal-setting and performance feedback.
• Cultivate deep client relationships as strategic partners in financial decision-making.
• Collaborate across service lines to deliver integrated, value-added solutions.
• Contribute to firm growth via client pitches, proposals, and pricing strategies.
• Represent the firm at industry events and networks to boost visibility.
• Promote learning through internal trainings and certification support.
• Oversee resource allocation and engagement planning to optimize productivity and profitability.
• Meet annual billable hour targets and contribute to overall firm productivity.

Responsibilities

• Provide strategic leadership for the firm’s most complex tax engagements.
• Advise on tax planning strategies and transaction structuring.
• Review and ensure accuracy of complex tax returns and compliance.
• Lead development and execution of engagement strategies with teams and advisors.
• Perform technical tax research and distill insights for clients and teams.
• Offer technical leadership on emerging tax matters and regulatory updates.
• Improve tax processes, documentation, and quality control.

Skills

Strategic tax leadership

Tax planning

Client relationship management

Engagement oversight

Tax research

Team mentorship

Cross-functional collaboration

Regulatory compliance

Job description

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey

Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary:

• 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, alignment with client goals, and compliance with federal, state, and local tax regulations
• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
• Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
• Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
• Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability
• Coach and mentor managers and senior associates through goal‑setting, feedback, and performance reviews, with a focus on leadership development and succession planning
• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision‑making and advocating for their long‑term success
• Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value‑added solutions
• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
• 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

Your Background