Strategic Tax Director for Complex, Cross-Border Portfolios

Sorren, Inc.; Wilmington (NC); Hybrid; USD 170,000 - 260,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and the

401(k) retirement savings plan

Paid holidays and parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events and activities

Supportive growth culture

Job summary

Sorren, Inc. in Wilmington, NC seeks a senior Tax Leader to guide the firm’s tax function for high-net-worth clients and cross-border structures. You will set engagement strategies, ensure compliance, and drive strategic planning across multi-entity portfolios.

The role requires 10+ years in tax, CPA licensure or eligibility, and exceptional advisory and leadership abilities. A collaborative, growth-focused culture supports professional development and client success.

Qualifications

• 10+ years of tax experience with leadership responsibilities.
• CPA license or eligibility required; state licensure preferred.
• Deep knowledge of U.S. federal, state, and local tax laws.
• Experience with high-net-worth individuals, multi-entity and cross-border structures.
• Strong communication and client-relations skills.

Responsibilities

• Lead the strategic direction and execution of the tax function across complex client portfolios.
• Oversee planning, compliance, and reporting with focus on accuracy and efficiency.
• Advise on advanced tax strategies including M&A structuring and succession planning.
• Coordinate with internal specialists and external advisors to deliver integrated solutions.
• Mentor senior managers and support business development within key accounts.

Skills

Tax leadership

Advanced tax knowledge

Regulatory compliance

Cross-functional collaboration

Client advisory

M&A tax

Education

Bachelor’s degree in accounting

CPA license or eligible

Job description

Sorren, Inc. in Wilmington, NC seeks a senior Tax Leader to guide the firm’s tax function for high-net-worth clients and cross-border structures. You will set engagement strategies, ensure compliance, and drive strategic planning across multi-entity portfolios.

The role requires 10+ years in tax, CPA licensure or eligibility, and exceptional advisory and leadership abilities. A collaborative, growth-focused culture supports professional development and client success.