Senior Tax Manager – Client Advisory & Leadership

Sorren, Inc.

Madison (WI)

On-site

USD 90,000 - 140,000

Full time

4 days ago
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Benefits offered by this job

Generous paid time off
Comprehensive medical, dental, and‑vis
Vision coverage and life insurance
401(k) retirement plan
Paid holidays including firmwide break
Parental leave after one year of svc
CPA exam support

Job summary

Sorren is seeking a seasoned tax professional in Madison, WI, to prepare and review complex individual, corporate, and partnership tax returns. You will mentor junior staff, ensure compliance with tax laws, and support planning for clients across diverse entities.

Ideal candidates have CPA eligibility, 5–10 years of tax experience, and a degree in accounting. This full-time role offers significant growth, a collaborative culture, and a strong benefits package in a balanced work environment.

Qualifications

  • 5–10 years of experience in tax preparation.
  • CPA license or eligible.
  • Bachelor’s degree in accounting or related field.
  • Expertise in tax laws, regulations, and compliance requirements.
  • Proficiency in tax preparation software and related tools.
  • Strong leadership, communication, and mentoring skills.
  • Ability to adapt to tax law changes and provide strategic tax planning.
  • Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

  • Review complex individual, corporate, and partnership tax returns.
  • Prepare highly complex returns as needed.
  • Foster and develop client relationships, addressing tax issues and coordinating related entity filings.
  • Perform detailed reviews and provide feedback to ensure high-quality work.
  • Review quarterly and annual accounting procedures to support tax preparation.
  • Analyze organizational structures for tax impacts and ensure accurate filings.
  • Prepare estimated tax liabilities and provide strategic tax planning.
  • Supervise, train, and mentor team members, conducting regular performance reviews.
  • Research and document complex tax issues, presenting guidance and solutions.
  • Communicate tax planning solutions with clients and other professionals involved in the client relationship.
  • Communicate effectively with clients and team members on projects and deadlines.
  • Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices.
  • Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Skills

Tax preparation
Leadership
Communication
Attention to detail
Analytical skills

Education

Bachelor’s degree in accounting
CPA license eligible

Tools

Tax software

Job description

Sorren is seeking a seasoned tax professional in Madison, WI, to prepare and review complex individual, corporate, and partnership tax returns. You will mentor junior staff, ensure compliance with tax laws, and support planning for clients across diverse entities.

Ideal candidates have CPA eligibility, 5–10 years of tax experience, and a degree in accounting. This full-time role offers significant growth, a collaborative culture, and a strong benefits package in a balanced work environment.

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