Senior Tax Manager & Team Mentor (CPA)

Sorren, Inc.; Madison (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, vision coverage

401(k) plan

Paid holidays

Parental leave

CPA exam support

Mentorship and career development

Firm-sponsored events

End-of-busy-season celebrations

Job summary

Sorren, Inc. is seeking a seasoned tax professional to manage return preparation for individuals, corporations, and partnerships, while mentoring junior staff and ensuring regulatory compliance.

You will collaborate with clients and team members to provide strategic tax planning and superior service. The role requires 5–10 years of experience, CPA eligibility, and strong leadership with a focus on accuracy and deadlines.

Qualifications

• 5-10 years of tax preparation experience.
• 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.
• Analytical skills to address and resolve complex tax issues.

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

Client relationships

Leadership

Attention to detail

Analytical thinking

Communication

Education

Bachelor’s degree in accounting or related field

Tools

Tax preparation software

Job description

Sorren, Inc. is seeking a seasoned tax professional to manage return preparation for individuals, corporations, and partnerships, while mentoring junior staff and ensuring regulatory compliance.

You will collaborate with clients and team members to provide strategic tax planning and superior service. The role requires 5–10 years of experience, CPA eligibility, and strong leadership with a focus on accuracy and deadlines.