Strategic Tax Leader for Complex, High-Net-Worth Clients

Sorren, Inc.; Madison (WI); On-site; USD 140,000 - 210,000; Full time

Job summary

Sorren, Inc. in Madison, WI seeks a Tax Senior Manager to lead complex federal, state, and local tax engagements for high-net-worth individuals and multi-entity clients.

You will mentor managers and senior associates, develop engagement strategies, and ensure compliance while identifying planning opportunities and cross-service collaboration across assurance, advisory, and client accounting. This role requires strong communication, project management, and the ability to translate complex

Qualifications

• 8+ years of experience in tax preparation and planning.
• CPA license or eligibility required.
• Strong knowledge of federal, state and local tax laws.
• Experience leading multi-level teams and complex engagements.

Responsibilities

• Provide strategic leadership and oversight for complex tax engagements.
• Advise clients on tax planning, transaction structuring and succession planning.
• Review highly complex returns ensuring accuracy and compliance.
• Develop engagement strategies and coordinate with internal/external experts.
• Lead tax research and translate findings into practical guidance.
• Mentor managers and senior associates; lead performance development.
• Build deep client relationships and collaborate across service lines.

Skills

Tax expertise

Leadership

Communication

Analytical thinking

Strategic planning

Client management

Education

Bachelor's degree in accounting or related field

CPA license or eligible

Tools

Tax compliance software

Tax research tools

Job description

Sorren, Inc. in Madison, WI seeks a Tax Senior Manager to lead complex federal, state, and local tax engagements for high-net-worth individuals and multi-entity clients.

You will mentor managers and senior associates, develop engagement strategies, and ensure compliance while identifying planning opportunities and cross-service collaboration across assurance, advisory, and client accounting. This role requires strong communication, project management, and the ability to translate complex