Senior Tax Strategy Leader for HNW & Cross‑Border Clients

Sorren, Inc.; Bend (OR); 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 plan

Parental leave

CPA exam support

Mentorship and career development

Job summary

Sorren, Inc. is seeking a seasoned tax leader to oversee complex engagements for high-net-worth clients and multi-entity structures. You will guide planning, structuring, and strategic tax minimization while mentoring a multi-level team and collaborating across advisory lines.

Ideal candidates bring CPA credentials, deep tax regulatory knowledge, and a track record of driving client value through technical leadership and innovative solutions.

Qualifications

• CPA license or eligibility required.
• Deep knowledge of federal, state, and local tax laws with ability to apply regulations to diverse client scenarios.
• Experience leading multi-level teams across engagements.

Responsibilities

• Lead and oversee the firm’s most complex tax engagements for high-net-worth individuals and multi-entity structures.
• Advise clients on tax planning, transaction structuring, and succession planning.
• Review complex tax returns for technical accuracy and compliance.

Skills

Tax leadership

Client advisory

Tax planning

Team coaching

Communication

Regulatory interpretation

Budgeting

Education

CPA license or eligible

Bachelor’s in accounting or related field

Tools

Tax compliance software

Research tools

Job description

Sorren, Inc. is seeking a seasoned tax leader to oversee complex engagements for high-net-worth clients and multi-entity structures. You will guide planning, structuring, and strategic tax minimization while mentoring a multi-level team and collaborating across advisory lines.

Ideal candidates bring CPA credentials, deep tax regulatory knowledge, and a track record of driving client value through technical leadership and innovative solutions.