Strategic Tax Director for Complex Client Portfolios

Sorren, Inc.; Madison (WI); On-site; USD 150,000 - 210,000; Full time

Job summary

Sorren, Inc. is seeking a Tax Director in Madison, WI to lead the strategic vision and execution of the tax function across complex client portfolios, including high-net-worth individuals and multi-entity groups.

You will oversee the most complex tax engagements from planning through compliance, advising on advanced strategies such as M&A structuring and succession planning, and collaborating with internal and external experts to deliver integrated solutions.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA license or eligibility required or pursued.
• Expert-level command of U.S. tax law across federal, state, and local jurisdictions.
• Proven leadership in managing and scaling tax teams and high-net-worth client engagements.
• Strong executive communication with C-suite clients and cross-functional teams.

Responsibilities

• Lead the strategic vision and execution of the tax function across complex client portfolios including high-net-worth individuals and multi-entity groups.
• Oversee and ensure quality of the most complex tax engagements from planning through compliance.
• Advise on advanced tax strategies such as M&A structuring, succession planning, and entity optimization.
• Collaborate with internal specialists and external advisors to deliver integrated solutions.
• Stay ahead of evolving tax legislation and translate changes into firmwide guidance and training.
• Oversee compliance and reporting to meet federal, state, and local regulations while maximizing after-tax profits.
• Develop and coach a high-impact tax team and cultivate client relationships as a strategic partner.

Skills

Executive communication

Strategic thinking

Relationship management

Leadership

Business development

Tax expertise

Education

Bachelor’s degree in accounting or related field

CPA license or eligible

Tools

Tax research technology

Job description

Sorren, Inc. is seeking a Tax Director in Madison, WI to lead the strategic vision and execution of the tax function across complex client portfolios, including high-net-worth individuals and multi-entity groups.

You will oversee the most complex tax engagements from planning through compliance, advising on advanced strategies such as M&A structuring and succession planning, and collaborating with internal and external experts to deliver integrated solutions.