Senior Tax Manager - Lead Complex, High-Impact Tax

Sorren; Santa Rosa (CA); On-site; USD 135,000 - 180,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, vision coverage

401(k) retirement plan

Paid holidays

Parental leave

CPA exam support

Firm-sponsored events

Learning & development

Work-life balance

Job summary

Sorren is seeking an experienced tax leader to oversee complex engagements for high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures in a tax-focused role.

The candidate will guide planning strategies, ensure regulatory compliance, and collaborate with cross-functional teams to deliver integrated client service. Strong leadership and communication are essential for success.

Qualifications

• 8+ years of experience in tax preparation.
• Demonstrated success in delivering strategic tax planning, including entity structuring and transaction advisory.
• CPA licensure or eligibility and strong knowledge of federal, state, and local tax laws.

Responsibilities

• Provide strategic leadership and oversight for the firm’s most complex tax engagements.
• Advise clients on tax planning, transaction structuring, and succession planning.
• Oversee review of highly complex tax returns for accuracy and compliance.
• Lead development and execution of engagement strategies with internal and external advisors.
• Mentor managers and senior associates to develop leadership and technical skills.
• Cultivate deep client relationships and participate in business development efforts.

Skills

8+ years tax experience

Leadership & mentoring

Strong communication

Cross-jurisdictional tax knowledge

Education

Bachelor’s degree in accounting or related field

CPA license or eligible

Tools

Tax software proficiency

Tax research tools

Job description

Sorren is seeking an experienced tax leader to oversee complex engagements for high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures in a tax-focused role.

The candidate will guide planning strategies, ensure regulatory compliance, and collaborate with cross-functional teams to deliver integrated client service. Strong leadership and communication are essential for success.