Senior Tax Manager - Strategic Leader for Complex Engagements

Sorren, Inc.; Meridian (ID); On-site; USD 135,000 - 180,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays

Parental leave

Mentorship programs

CPA exam support

Team events

Job summary

Sorren is seeking a senior tax leader to oversee the firm’s most complex tax engagements for high‑net‑worth individuals and multi‑entity structures in the United States. You will guide planning strategies, convey technical insights, and ensure compliance across federal, state, and local regulations.

You will manage engagement execution, mentor staff, and collaborate with assurance, advisory, and client accounting teams to deliver integrated solutions.

Qualifications

• 8+ years of experience in tax preparation or advisory.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Deep expertise in federal, state, and local tax laws with ability to apply to diverse client scenarios.
• Proven success in strategic tax planning, including entity structuring and succession planning.
• Advanced proficiency with tax research tools and software.

Responsibilities

• Provide strategic leadership for the firm’s complex tax engagements.
• Advise clients on tax planning strategies and transaction structuring.
• Oversee review of highly complex tax returns for accuracy and compliance.
• Lead development and execution of engagement strategies with internal and external teams.
• Conduct technical research on complex tax issues and evolving regulations.
• Mentor and develop managers and senior associates.
• Drive continuous improvement in tax processes and quality control.
• Foster deep client relationships and cross-service collaboration.

Skills

Leadership

Communication

Analytical thinking

Project management

Education

Bachelor's degree in accounting

CPA license or eligible

Tools

Tax research tools

Tax software

Job description

Sorren is seeking a senior tax leader to oversee the firm’s most complex tax engagements for high‑net‑worth individuals and multi‑entity structures in the United States. You will guide planning strategies, convey technical insights, and ensure compliance across federal, state, and local regulations.

You will manage engagement execution, mentor staff, and collaborate with assurance, advisory, and client accounting teams to deliver integrated solutions.