Senior Tax Manager - Complex Returns & Client Leadership

Sorren, Inc.; Meridian (ID); On-site; USD 107,000 - 150,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision coverage

401(k) retirement plan

Paid holidays

Parental leave

Mentorship and development programs

CPA exam support

Team events

Job summary

Sorren, Inc. seeks a Tax Manager to lead the preparation and review of complex returns for individuals, corporations, and partnerships.

You will foster solid client relationships, oversee filings, and guide a team with strong mentoring and technical expertise in tax planning. Responsibilities include reviewing accounting procedures for tax prep, supervising staff, and researching complex issues to provide strategic solutions.

Qualifications

• 5–10 years of experience in tax preparation.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Proficiency in tax software and related tools.
• Strong leadership, communication and mentoring skills.
• Excellent organizational skills and attention to detail.

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.
• Meet deadlines and manage engagements; stay updated on tax laws and best practices.

Skills

Leadership

Communication

Mentoring

Tax planning

Analytical thinking

Tax software

Education

CPA license

Bachelor’s degree in accounting

Tools

Tax preparation software

Job description

Sorren, Inc. seeks a Tax Manager to lead the preparation and review of complex returns for individuals, corporations, and partnerships.

You will foster solid client relationships, oversee filings, and guide a team with strong mentoring and technical expertise in tax planning. Responsibilities include reviewing accounting procedures for tax prep, supervising staff, and researching complex issues to provide strategic solutions.