Senior Tax Strategy Leader for Complex, Multi-Entity Clients

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

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Parental leave

Job summary

Sorren (CA) seeks a senior tax professional to lead and oversee the firm’s most complex tax engagements. You will advise high-net-worth clients and multi-entity structures, ensuring compliance while crafting long-term tax strategies.

You will mentor teams, drive process improvements, and collaborate across assurance, advisory, and client accounting to deliver integrated services. Strong CPA and 8+ years’ experience required.

Qualifications

• 8+ years of experience in tax preparation and 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 regulations to diverse client scenarios.
• Demonstrated success in delivering strategic tax planning, including entity structuring and succession planning.

Responsibilities

• Provide strategic leadership for the firm’s complex tax engagements, including high-net-worth individuals and multi-entity businesses.
• Advise clients on tax planning strategies, transaction structuring, and long-term minimization approaches.
• Oversee review of highly complex tax returns for technical accuracy and regulatory compliance.
• Guide engagement strategies and coordinate with internal/external advisors.
• Lead technical research on complex tax issues and evolving legislation.
• Mentor managers and senior associates in leadership development.
• Cultivate deep client relationships and collaborate across service lines to deliver integrated solutions.

Skills

Tax planning

Leadership

Communication

Analytical thinking

Education

CPA licensed or eligible

Bachelor’s degree in accounting

Tools

Tax compliance software

Tax research tools

Job description

Sorren (CA) seeks a senior tax professional to lead and oversee the firm’s most complex tax engagements. You will advise high-net-worth clients and multi-entity structures, ensuring compliance while crafting long-term tax strategies.

You will mentor teams, drive process improvements, and collaborate across assurance, advisory, and client accounting to deliver integrated services. Strong CPA and 8+ years’ experience required.