Senior Tax Strategy Leader for Complex Clients

Sorren; Santa Rosa (AZ); On-site; USD 129,000 - 180,000; Full time

Benefits offered by this job

Generous PTO

Comprehensive medical, dental, vision

401(k) retirement plan

Paid holidays

Paid parental leave

Mentorship & career development

CPA exam support

Team events & celebrations

Job summary

Sorren is seeking an experienced tax leader to manage complex engagements for high-net-worth individuals and cross-border entities in the US. You will guide planning, structuring, and long-term minimization strategies, while ensuring accuracy and compliance across federal, state, and local taxes.

You will also mentor teams, drive process improvements, and collaborate with assurance and advisory service lines to deliver integrated client service.

Qualifications

• 8+ years of experience in tax preparation.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Deep expertise in federal, state, and local tax laws.
• Advanced proficiency in tax compliance software and research tools.
• Proven ability to lead and develop multi-level teams.

Responsibilities

• Provide strategic leadership for complex tax engagements for high-net-worth individuals and multi-entity businesses.
• Advise clients on tax planning, structuring, and long-term minimization strategies.
• Review highly complex tax returns for accuracy and compliance.
• Develop engagement strategies and coordinate with internal and external advisors.
• Lead technical tax research and provide practical guidance.
• Mentor managers and senior associates toward leadership development.
• Foster deep client relationships and cross-service line collaboration.
• Participate in business development and client pitches.

Skills

Tax planning

Leadership

Strategic thinking

Client relationships

Education

CPA license

Bachelor’s degree in accounting

Tools

Tax software

Tax research tools

Job description

Sorren is seeking an experienced tax leader to manage complex engagements for high-net-worth individuals and cross-border entities in the US. You will guide planning, structuring, and long-term minimization strategies, while ensuring accuracy and compliance across federal, state, and local taxes.

You will also mentor teams, drive process improvements, and collaborate with assurance and advisory service lines to deliver integrated client service.