Strategic Tax Director - Global, HNW & M&A

Sorren, Inc.; Madison (WI); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, vision coverage

401(k) retirement plan

Job summary

Sorren is a premier national advisory firm seeking a seasoned tax leader to drive strategy across high-net-worth and multi-entity client portfolios. You will guide complex engagements from planning to execution, advising on M&A structuring, estate planning, and cross-border considerations.

You will manage a tax team of senior managers, collaborate with advisory and assurance service lines, and shape firm-wide tax guidance and training.

Qualifications

• 10+ years of experience in tax preparation and strategy.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Expert-level knowledge of U.S. federal, state, and local tax law.

Responsibilities

• Lead the tax function across complex client portfolios.
• Advise on advanced tax strategies (M&A, succession planning, entity optimization).
• Collaborate with internal specialists and external advisors to deliver integrated solutions.
• Stay current with evolving tax laws and provide actionable client insights.
• Oversee compliance, reporting, and internal controls for tax processes.

Skills

Tax leadership

M&A structuring

Cross-border tax

Executive communication

Client advisory

Education

CPA licensed or eligible

Bachelor’s in accounting

Tools

Tax research tools

Job description

Sorren is a premier national advisory firm seeking a seasoned tax leader to drive strategy across high-net-worth and multi-entity client portfolios. You will guide complex engagements from planning to execution, advising on M&A structuring, estate planning, and cross-border considerations.

You will manage a tax team of senior managers, collaborate with advisory and assurance service lines, and shape firm-wide tax guidance and training.