Senior Tax Manager & Team Leader, Client Tax Strategy

Sorren; Boise (ID); On-site; USD 100,000 - 165,000; Full time

Benefits offered by this job

Generous PTO

Medical and life insurance

401(k) plan

Firm holidays

Parental leave

Mentorship programs

CPA exam support

Events and activities

Milestone celebrations

Benefits eligibility

Job summary

Sorren in Boise, Idaho, seeks a senior tax professional to join our firm and manage complex tax work for individuals, corporations, and partnerships. You will lead client relationships, coordinate entity filings, and guide a team to deliver high-quality results.

The role requires 5–10 years of tax experience, a CPA license or eligibility, and a Bachelor's degree in accounting. Excellent leadership, communication, and analytical skills are essential for success in this full-time position.

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
• Ability to adapt to tax law changes and provide strategic tax planning
• Proficiency in tax preparation software and related tools
• Strong leadership, communication, and mentoring skills
• Excellent organizational skills to manage multiple priorities and meet deadlines
• High attention to detail and accuracy in financial and tax work
• 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 meaningful 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
• Manage engagements, prioritize tasks, and meet deadlines
• 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

Skills

Leadership

Communication

Mentoring

Analytical thinking

Attention to detail

Organizational skills

Education

CPA license or eligible

Bachelor's degree in accounting or related field

Tools

Tax preparation software

Job description

Sorren in Boise, Idaho, seeks a senior tax professional to join our firm and manage complex tax work for individuals, corporations, and partnerships. You will lead client relationships, coordinate entity filings, and guide a team to deliver high-quality results.

The role requires 5–10 years of tax experience, a CPA license or eligibility, and a Bachelor's degree in accounting. Excellent leadership, communication, and analytical skills are essential for success in this full-time position.